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Retirement Wealth Solutions’s Welltower WELL Stock Holding History

Retirement Wealth Solutions’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 		$6.22K Buy
+27
New +$6.38K ﹤0.01% 345
2025
Q4 		– Sell
-1
Closed -$100 – 848
2025
Q3 		$100 Hold
1
– – ﹤0.01% 782
2025
Q2 		$86 Hold
1
– – ﹤0.01% 416
2025
Q1 		$85 Hold
1
– – ﹤0.01% 404
2024
Q4 		$69 Buy
+1
New +$131 ﹤0.01% 415

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Retirement Wealth Solutions's WELL Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in Welltower (WELL) in Q3 2026: 27 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in WELL as recently as Q3 2025.

Retirement Wealth Solutions first reported a position in WELL in Q4 2024 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Retirement Wealth Solutions held 27 shares of Welltower worth $6.22K as of Q3 2026.
  • Welltower was a new Retirement Wealth Solutions position in Q3 2026.
  • Welltower made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #345 holding.
  • Retirement Wealth Solutions first reported a position in Welltower in Q4 2024 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.