Principia Wealth Advisory
WELL icon

Principia Wealth Advisory’s Welltower WELL Stock Holding History

Principia Wealth Advisory’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 		$14.3K Buy
62
+5
+9% +$1.18K 0.01% 215
2026
Q2 		$12.9K Buy
57
+12
+27% +$2.54K 0.01% 215
2026
Q1 		$8.9K Buy
45
+9
+25% +$1.78K 0.01% 223
2025
Q4 		$6.68K Buy
36
+4
+13% +$747 ﹤0.01% 236
2025
Q3 		$5.7K Buy
32
+3
+10% +$493 ﹤0.01% 255
2025
Q2 		$4.46K Sell
29
-2
-6% -$299 ﹤0.01% 249
2025
Q1 		$4.39K Buy
31
+16
+107% +$2.28K ﹤0.01% 194
2024
Q4 		$1.89K Buy
+15
New +$1.97K ﹤0.01% 254

Other funds holding WELL

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principia Wealth Advisory's WELL Position: Q3 2026 in Review

Principia Wealth Advisory increased its Welltower (WELL) stake by 8.8% in Q3 2026, buying an estimated $1.18K and bringing the position to 62 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #215.

Principia Wealth Advisory first reported a position in WELL in Q4 2024 and has held it in 8 quarters since. 1,323 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Principia Wealth Advisory held 62 shares of Welltower worth $14.3K as of Q3 2026.
  • Principia Wealth Advisory bought 5 Welltower shares in Q3 2026, an estimated $1.18K.
  • Welltower made up 0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #215 holding.
  • Principia Wealth Advisory first reported a position in Welltower in Q4 2024 and has held it in 8 quarters since.
  • 1,323 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.