RIA Advisory Group
WELL icon

RIA Advisory Group’s Welltower WELL Stock Holding History

RIA Advisory Group’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 		– Sell
-971
Closed -$220K – 164
2026
Q2 		$220K Buy
+971
New +$205K 0.05% 140
2025
Q2 		– Sell
-1,329
Closed -$204K – 154
2025
Q1 		$204K Buy
+1,329
New +$189K 0.07% 134

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

RIA Advisory Group's WELL Position: Q3 2026 in Review

RIA Advisory Group sold out of Welltower (WELL) in Q3 2026, closing a stake of 971 shares — an estimated $220K sold.

RIA Advisory Group first reported a position in WELL in Q1 2025 and held it in 2 quarters. The position peaked at $220K in Q2 2026. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • RIA Advisory Group reported no remaining Welltower position as of Q3 2026 after selling out during the quarter.
  • RIA Advisory Group sold 971 Welltower shares in Q3 2026, an estimated $220K.
  • RIA Advisory Group first reported a position in Welltower in Q1 2025 and held it in 2 quarters.
  • RIA Advisory Group's Welltower position peaked at $220K in Q2 2026.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.