NS Partners
WELL icon

NS Partners’s Welltower WELL Stock Holding History

NS Partners’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 		$4.02M Buy
+17,471
New +$4.13M 0.17% 87

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

NS Partners's WELL Position: Q3 2026 in Review

NS Partners opened a new position in Welltower (WELL) in Q3 2026: 17,471 shares worth $4.02M. The stake represents 0.17% of the portfolio and ranks #87 among its holdings.

1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • NS Partners held 17,471 shares of Welltower worth $4.02M as of Q3 2026.
  • Welltower was a new NS Partners position in Q3 2026.
  • Welltower made up 0.17% of NS Partners's portfolio in Q3 2026, its #87 holding.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on NS Partners's 13F filing for Q3 2026, filed 10 Nov 2026.