NWF Advisory Services’s Welltower WELL Stock Holding History

NWF Advisory Services’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	$200K	Buy	+869	New	+$205K	0.02%	391

Other funds holding WELL

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

NWF Advisory Services's WELL Position: Q3 2026 in Review

NWF Advisory Services opened a new position in Welltower (WELL) in Q3 2026: 869 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings.

415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

NWF Advisory Services held 869 shares of Welltower worth $200K as of Q3 2026.
Welltower was a new NWF Advisory Services position in Q3 2026.
Welltower made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #391 holding.
415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.