TrueNorth Wealth & Impact, LLC’s Welltower WELL Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$386K	Buy	+1,679	New	+$397K	0.15%	109

Other funds holding WELL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's WELL Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Welltower (WELL) in Q3 2026: 1,679 shares worth $386K. The stake represents 0.15% of the portfolio and ranks #109 among its holdings.

1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 1,679 shares of Welltower worth $386K as of Q3 2026.
Welltower was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Welltower made up 0.15% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #109 holding.
1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.