FAI
WELL icon

FAI Advisors, Inc.’s Welltower WELL Stock Holding History

FAI Advisors, Inc.’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 		$344K Buy
1,494
+19
+1% +$4.49K 0.13% 109
2026
Q2 		$335K Sell
1,475
-6
-0.4% -$1.27K 0.13% 119
2026
Q1 		$293K Sell
1,481
-32
-2% -$6.32K 0.13% 125
2025
Q4 		$281K Sell
1,513
-15
-1% -$2.8K 0.12% 129
2025
Q3 		$272K Buy
1,528
+22
+1% +$3.62K 0.12% 137
2025
Q2 		$232K Buy
1,506
+33
+2% +$4.93K 0.11% 143
2025
Q1 		$226K Buy
+1,473
New +$210K 0.12% 133

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

FAI Advisors, Inc.'s WELL Position: Q3 2026 in Review

FAI Advisors, Inc. increased its Welltower (WELL) stake by 1.3% in Q3 2026, buying an estimated $4.49K and bringing the position to 1,494 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #109.

FAI Advisors, Inc. first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. 501 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • FAI Advisors, Inc. held 1,494 shares of Welltower worth $344K as of Q3 2026.
  • FAI Advisors, Inc. bought 19 Welltower shares in Q3 2026, an estimated $4.49K.
  • Welltower made up 0.13% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #109 holding.
  • FAI Advisors, Inc. first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • 501 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.