Noble Wealth Management PBC’s Welltower WELL Stock Holding History

Noble Wealth Management PBC’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	$921	Hold	4	–	–	﹤0.01%	699
2026 Q2	$908	Buy	+4	New	+$846	﹤0.01%	724

Other funds holding WELL

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Noble Wealth Management PBC's WELL Position: Q3 2026 in Review

Noble Wealth Management PBC held its Welltower (WELL) position steady in Q3 2026 at 4 shares worth $921. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Noble Wealth Management PBC first reported a position in WELL in Q2 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Noble Wealth Management PBC held 4 shares of Welltower worth $921 as of Q3 2026.
Noble Wealth Management PBC left its Welltower share count unchanged in Q3 2026.
Welltower made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #699 holding.
Noble Wealth Management PBC first reported a position in Welltower in Q2 2026 and has held it in 2 quarters since.
46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.