RDA Financial Network
WELL icon

RDA Financial Network’s Welltower WELL Stock Holding History

RDA Financial Network’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 		$1.85M Sell
8,027
-1,559
-16% -$369K 0.4% 63
2026
Q2 		$2.18M Sell
9,586
-1,342
-12% -$284K 0.47% 54
2026
Q1 		$2.16M Buy
10,928
+258
+2% +$51K 0.54% 51
2025
Q4 		$1.98M Sell
10,670
-2,059
-16% -$385K 0.48% 60
2025
Q3 		$2.27M Sell
12,729
-311
-2% -$51.1K 0.56% 48
2025
Q2 		$2M Sell
13,040
-781
-6% -$117K 0.54% 47
2025
Q1 		$2.12M Sell
13,821
-915
-6% -$130K 0.63% 44
2024
Q4 		$1.86M Sell
14,736
-655
-4% -$86K 0.54% 52
2024
Q3 		$1.97M Sell
15,391
-770
-5% -$89.8K 0.61% 45
2024
Q2 		$1.68M Buy
16,161
+104
+0.6% +$10.2K 0.55% 50
2024
Q1 		$1.5M Buy
16,057
+33
+0.2% +$2.99K 0.51% 57
2023
Q4 		$1.44M Buy
16,024
+3,013
+23% +$261K 0.55% 55
2023
Q3 		$1.07M Sell
13,011
-100
-0.8% -$8.22K 0.46% 66
2023
Q2 		$1.06M Sell
13,111
-404
-3% -$31.1K 0.45% 66
2023
Q1 		$969K Hold
13,515
– – 0.44% 67
2022
Q4 		$886K Sell
13,515
-2,306
-15% -$148K 0.45% 71
2022
Q3 		$1.02M Buy
15,821
+221
+1% +$17.3K 0.56% 60
2022
Q2 		$1.28M Sell
15,600
-36
-0.2% -$3.2K 0.65% 51
2022
Q1 		$1.5M Sell
15,636
-143
-0.9% -$12.4K 0.63% 52
2021
Q4 		$1.35M Sell
15,779
-1,002
-6% -$83.5K 0.55% 55
2021
Q3 		$1.38M Sell
16,781
-1,022
-6% -$87.8K 0.61% 53
2021
Q2 		$1.48M Sell
17,803
-258
-1% -$19.8K 0.65% 46
2021
Q1 		$1.29M Sell
18,061
-514
-3% -$34.5K 0.56% 52
2020
Q4 		$1.2M Sell
18,575
-460
-2% -$27.9K 0.54% 55
2020
Q3 		$1.05M Buy
19,035
+308
+2% +$16.9K 0.48% 61
2020
Q2 		$969K Buy
18,727
+1,047
+6% +$51.5K 0.48% 61
2020
Q1 		$809K Buy
17,680
+431
+2% +$31.8K 0.49% 56
2019
Q4 		$1.49M Buy
17,249
+119
+0.7% +$10.2K 0.61% 36
2019
Q3 		$1.46M Buy
17,130
+133
+0.8% +$11.6K 0.62% 38
2019
Q2 		$1.45M Buy
16,997
+270
+2% +$21.2K 0.65% 34
2019
Q1 		$1.28M Buy
+16,727
New +$1.25M 0.6% 38

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

RDA Financial Network's WELL Position: Q3 2026 in Review

RDA Financial Network reduced its Welltower (WELL) stake by 16% in Q3 2026, selling an estimated $369K and leaving 8,027 shares worth $1.85M. The position accounts for 0.4% of the portfolio, ranked #63.

RDA Financial Network first reported a position in WELL in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.27M in Q3 2025. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • RDA Financial Network held 8,027 shares of Welltower worth $1.85M as of Q3 2026.
  • RDA Financial Network sold 1,559 Welltower shares in Q3 2026, an estimated $369K.
  • Welltower made up 0.4% of RDA Financial Network's portfolio in Q3 2026, its #63 holding.
  • RDA Financial Network first reported a position in Welltower in Q1 2019 and has held it in 31 quarters since.
  • RDA Financial Network's Welltower position peaked at $2.27M in Q3 2025.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.