Park Edge Advisors
WELL icon

Park Edge Advisors’s Welltower WELL Stock Holding History

Park Edge Advisors’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 		$1.79M Sell
7,768
-4,613
-37% -$1.09M 0.38% 57
2026
Q2 		$2.81M Buy
12,381
+6,930
+127% +$1.47M 0.59% 35
2026
Q1 		$1.08M Buy
5,451
+203
+4% +$40.1K 0.25% 68
2025
Q4 		$974K Buy
+5,248
New +$980K 0.22% 80

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Park Edge Advisors's WELL Position: Q3 2026 in Review

Park Edge Advisors reduced its Welltower (WELL) stake by 37% in Q3 2026, selling an estimated $1.09M and leaving 7,768 shares worth $1.79M. The position accounts for 0.38% of the portfolio, ranked #57.

Park Edge Advisors first reported a position in WELL in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.81M in Q2 2026. 547 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Park Edge Advisors held 7,768 shares of Welltower worth $1.79M as of Q3 2026.
  • Park Edge Advisors sold 4,613 Welltower shares in Q3 2026, an estimated $1.09M.
  • Welltower made up 0.38% of Park Edge Advisors's portfolio in Q3 2026, its #57 holding.
  • Park Edge Advisors first reported a position in Welltower in Q4 2025 and has held it in 4 quarters since.
  • Park Edge Advisors's Welltower position peaked at $2.81M in Q2 2026.
  • 547 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.