Nemes Rush Group
WELL icon

Nemes Rush Group’s Welltower WELL Stock Holding History

Nemes Rush Group’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 		$10.1M Buy
44,004
+43,804
+21,902% +$10.4M 0.83% 37
2026
Q2 		$45.4K Hold
200
– – ﹤0.01% 384
2026
Q1 		$39.5K Buy
200
+32
+19% +$6.32K ﹤0.01% 387
2025
Q4 		$31.2K Buy
168
+19
+13% +$3.55K ﹤0.01% 400
2025
Q3 		$26.5K Buy
149
+49
+49% +$8.05K ﹤0.01% 400
2025
Q2 		$15.4K Buy
+100
New +$14.9K ﹤0.01% 435
2025
Q1 		– Sell
-7
Closed -$882 – 768
2024
Q4 		$882 Buy
+7
New +$919 ﹤0.01% 668

Other funds holding WELL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Nemes Rush Group's WELL Position: Q3 2026 in Review

Nemes Rush Group increased its Welltower (WELL) stake by 21,902% in Q3 2026, buying an estimated $10.4M and bringing the position to 44,004 shares worth $10.1M. The position accounts for 0.83% of the portfolio, ranked #37.

Nemes Rush Group first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Nemes Rush Group held 44,004 shares of Welltower worth $10.1M as of Q3 2026.
  • Nemes Rush Group bought 43,804 Welltower shares in Q3 2026, an estimated $10.4M.
  • Welltower made up 0.83% of Nemes Rush Group's portfolio in Q3 2026, its #37 holding.
  • Nemes Rush Group first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.