NVWM LLC
WELL icon

NVWM LLC’s Welltower WELL Stock Holding History

NVWM LLC’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 		$39.4K Buy
171
+145
+558% +$34.3K 0.01% 280
2026
Q2 		$5.9K Buy
26
+3
+13% +$634 ﹤0.01% 349
2026
Q1 		$4.55K Buy
23
+7
+44% +$1.38K ﹤0.01% 355
2025
Q4 		$2.97K Hold
16
– – ﹤0.01% 409
2025
Q3 		$2.85K Hold
16
– – ﹤0.01% 392
2025
Q2 		$2.46K Sell
16
-3
-16% -$448 ﹤0.01% 394
2025
Q1 		$2.91K Buy
19
+3
+19% +$427 ﹤0.01% 350
2024
Q4 		$2.02K Hold
16
– – ﹤0.01% 377
2024
Q3 		$2.05K Hold
16
– – ﹤0.01% 373
2024
Q2 		$1.67K Buy
16
+5
+45% +$490 ﹤0.01% 375
2024
Q1 		$1.03K Buy
+11
New +$996 ﹤0.01% 400
2023
Q4 		– Sell
-245
Closed -$20.1K – 460
2023
Q3 		$20.1K Hold
245
– – 0.01% 281
2023
Q2 		$19.8K Hold
245
– – 0.01% 298
2023
Q1 		$17.6K Hold
245
– – 0.01% 310
2022
Q4 		$16.1K Hold
245
– – 0.01% 294
2022
Q3 		$16K Hold
245
– – 0.01% 301
2022
Q2 		$20K Hold
245
– – 0.01% 297
2022
Q1 		$24K Hold
245
– – 0.01% 308
2021
Q4 		$21K Hold
245
– – 0.01% 316
2021
Q3 		$20K Hold
245
– – 0.01% 312
2021
Q2 		$20K Hold
245
– – 0.01% 291
2021
Q1 		$18K Hold
245
– – 0.01% 286
2020
Q4 		$16K Sell
245
-1,150
-82% -$69.8K 0.01% 268
2020
Q3 		$77K Hold
1,395
– – 0.04% 177
2020
Q2 		$72K Hold
1,395
– – 0.04% 169
2020
Q1 		$64K Hold
1,395
– – 0.04% 160
2019
Q4 		$114K Hold
1,395
– – 0.07% 151
2019
Q3 		$126K Hold
1,395
– – 0.08% 157
2019
Q2 		$114K Buy
+1,395
New +$110K 0.07% 171

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

NVWM LLC's WELL Position: Q3 2026 in Review

NVWM LLC increased its Welltower (WELL) stake by 558% in Q3 2026, buying an estimated $34.3K and bringing the position to 171 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #280.

NVWM LLC first reported a position in WELL in Q2 2019 and has held it in 29 quarters since. The position peaked at $126K in Q3 2019. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • NVWM LLC held 171 shares of Welltower worth $39.4K as of Q3 2026.
  • NVWM LLC bought 145 Welltower shares in Q3 2026, an estimated $34.3K.
  • Welltower made up 0.01% of NVWM LLC's portfolio in Q3 2026, its #280 holding.
  • NVWM LLC first reported a position in Welltower in Q2 2019 and has held it in 29 quarters since.
  • NVWM LLC's Welltower position peaked at $126K in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.