Richardson Financial Services
WELL icon

Richardson Financial Services’s Welltower WELL Stock Holding History

Richardson Financial Services’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 		$99.2K Buy
431
+15
+4% +$3.55K 0.06% 241
2026
Q2 		$94.4K Buy
416
+15
+4% +$3.17K 0.05% 241
2026
Q1 		$79.3K Buy
401
+144
+56% +$28.5K 0.05% 247
2025
Q4 		$47.7K Buy
257
+230
+852% +$43K 0.02% 301
2025
Q3 		$4.81K Buy
+27
New +$4.44K ﹤0.01% 473

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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

Richardson Financial Services's WELL Position: Q3 2026 in Review

Richardson Financial Services increased its Welltower (WELL) stake by 3.6% in Q3 2026, buying an estimated $3.55K and bringing the position to 431 shares worth $99.2K. The position accounts for 0.06% of the portfolio, ranked #241.

Richardson Financial Services first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Richardson Financial Services held 431 shares of Welltower worth $99.2K as of Q3 2026.
  • Richardson Financial Services bought 15 Welltower shares in Q3 2026, an estimated $3.55K.
  • Welltower made up 0.06% of Richardson Financial Services's portfolio in Q3 2026, its #241 holding.
  • Richardson Financial Services first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.