Root Financial Partners
WELL icon

Root Financial Partners’s Welltower WELL Stock Holding History

Root Financial Partners’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 		$86.1K Buy
+374
New +$88.4K ﹤0.01% 810
2026
Q2 		– Sell
-217
Closed -$42.9K – 3156
2026
Q1 		$42.9K Buy
217
+66
+44% +$13K ﹤0.01% 942
2025
Q4 		$28K Buy
151
+33
+28% +$6.16K ﹤0.01% 991
2025
Q3 		$21K Buy
+118
New +$19.4K ﹤0.01% 1096

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

Root Financial Partners's WELL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Welltower (WELL) in Q3 2026: 374 shares worth $86.1K. The stake represents ﹤0.01% of the portfolio and ranks #810 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WELL as recently as Q1 2026.

Root Financial Partners first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Root Financial Partners held 374 shares of Welltower worth $86.1K as of Q3 2026.
  • Welltower was a new Root Financial Partners position in Q3 2026.
  • Welltower made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #810 holding.
  • Root Financial Partners first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.