Premier Path Wealth Partners’s Welltower WELL Stock Holding History

Premier Path Wealth 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	$1.27M	Buy	5,534 +468	+9%	+$111K	0.15%	127
2026 Q2	$1.15M	Buy	5,066 +19	+0.4%	+$4.02K	0.13%	148
2026 Q1	$998K	Buy	5,047 +418	+9%	+$82.6K	0.13%	160
2025 Q4	$859K	Buy	4,629 +67	+1%	+$12.5K	0.11%	175
2025 Q3	$813K	Buy	4,562 +27	+0.6%	+$4.44K	0.1%	199
2025 Q2	$697K	Buy	4,535 +108	+2%	+$16.1K	0.1%	212
2025 Q1	$678K	Buy	4,427 +77	+2%	+$11K	0.11%	196
2024 Q4	$548K	Buy	4,350 +139	+3%	+$18.2K	0.08%	222
2024 Q3	$539K	Buy	4,211 +60	+1%	+$7K	0.09%	227
2024 Q2	$433K	Buy	+4,151	New	+$407K	0.07%	245
2024 Q1	–	Sell	-3,694	Closed	-$333K	–	365
2023 Q4	$333K	Buy	+3,694	New	+$320K	0.07%	239

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 30.35% 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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Premier Path Wealth Partners's WELL Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Welltower (WELL) stake by 9.2% in Q3 2026, buying an estimated $111K and bringing the position to 5,534 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #127.

Premier Path Wealth Partners first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Premier Path Wealth Partners held 5,534 shares of Welltower worth $1.27M as of Q3 2026.
Premier Path Wealth Partners bought 468 Welltower shares in Q3 2026, an estimated $111K.
Welltower made up 0.15% of Premier Path Wealth Partners's portfolio in Q3 2026, its #127 holding.
Premier Path Wealth Partners first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.