Register Financial Advisors
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Register Financial Advisors’s Welltower WELL Stock Holding History

Register Financial 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 		$401K Buy
1,740
+6
+0.3% +$1.42K 0.13% 160
2026
Q2 		$394K Hold
1,734
– – 0.12% 160
2026
Q1 		$343K Sell
1,734
-125
-7% -$24.7K 0.13% 160
2025
Q4 		$345K Sell
1,859
-175
-9% -$32.7K 0.13% 145
2025
Q3 		$362K Hold
2,034
– – 0.14% 137
2025
Q2 		$313K Sell
2,034
-216
-10% -$32.3K 0.14% 147
2025
Q1 		$345K Hold
2,250
– – 0.18% 126
2024
Q4 		$284K Sell
2,250
-350
-13% -$45.9K 0.14% 141
2024
Q3 		$333K Hold
2,600
– – 0.17% 125
2024
Q2 		$271K Hold
2,600
– – 0.14% 144
2024
Q1 		$243K Hold
2,600
– – 0.13% 148
2023
Q4 		$234K Hold
2,600
– – 0.16% 139
2023
Q3 		$213K Hold
2,600
– – 0.16% 129
2023
Q2 		$210K Hold
2,600
– – 0.15% 133
2023
Q1 		$186K Hold
2,600
– – 0.15% 133
2022
Q4 		$170K Buy
+2,600
New +$167K 0.11% 175

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Register Financial Advisors's WELL Position: Q3 2026 in Review

Register Financial Advisors increased its Welltower (WELL) stake by 0.35% in Q3 2026, buying an estimated $1.42K and bringing the position to 1,740 shares worth $401K. The position accounts for 0.13% of the portfolio, ranked #160.

Register Financial Advisors first reported a position in WELL in Q4 2022 and has held it in 16 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Register Financial Advisors held 1,740 shares of Welltower worth $401K as of Q3 2026.
  • Register Financial Advisors bought 6 Welltower shares in Q3 2026, an estimated $1.42K.
  • Welltower made up 0.13% of Register Financial Advisors's portfolio in Q3 2026, its #160 holding.
  • Register Financial Advisors first reported a position in Welltower in Q4 2022 and has held it in 16 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.