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MJT & Associates Financial Advisory’s Welltower WELL Stock Holding History

MJT & Associates Financial Advisory’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30.6K Sell
133
-6
-4% -$1.42K 0.02% 91
2026
Q2 		$31.5K Hold
139
– – 0.02% 100
2026
Q1 		$27.5K Buy
139
+25
+22% +$4.94K 0.02% 101
2025
Q4 		$21.2K Hold
114
– – 0.02% 120
2025
Q3 		$20.3K Hold
114
– – 0.02% 123
2025
Q2 		$17.5K Buy
114
+77
+208% +$11.5K 0.02% 158
2025
Q1 		$5.67K Buy
+37
New +$5.27K 0.01% 288

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

MJT & Associates Financial Advisory's WELL Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Welltower (WELL) stake by 4.3% in Q3 2026, selling an estimated $1.42K and leaving 133 shares worth $30.6K. The position accounts for 0.02% of the portfolio, ranked #91.

MJT & Associates Financial Advisory first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. The position peaked at $31.5K in Q2 2026. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • MJT & Associates Financial Advisory held 133 shares of Welltower worth $30.6K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 6 Welltower shares in Q3 2026, an estimated $1.42K.
  • Welltower made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #91 holding.
  • MJT & Associates Financial Advisory first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Welltower position peaked at $31.5K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.