Schneider Downs Wealth Management Advisors’s Welltower WELL Stock Holding History

Schneider Downs Wealth Management Advisors’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	$350K	Buy	1,521 +34	+2%	+$8.04K	0.03%	127
2026 Q2	$338K	Hold	1,487	–	–	0.03%	130
2026 Q1	$294K	Hold	1,487	–	–	0.03%	127
2025 Q4	$276K	Hold	1,487	–	–	0.03%	132
2025 Q3	$265K	Hold	1,487	–	–	0.03%	132
2025 Q2	$229K	Sell	1,487 -75	-5%	-$11.2K	0.03%	136
2025 Q1	$239K	Buy	+1,562	New	+$223K	0.04%	127
2024 Q4	–	Sell	-2,310	Closed	-$296K	–	146
2024 Q3	$296K	Hold	2,310	–	–	0.06%	112
2024 Q2	$241K	Hold	2,310	–	–	0.05%	117
2024 Q1	$216K	Hold	2,310	–	–	0.05%	128
2023 Q4	$208K	Buy	+2,310	New	+$200K	0.05%	113
2022 Q2	–	Sell	-2,235	Closed	-$215K	–	157
2022 Q1	$215K	Buy	+2,235	New	+$194K	0.05%	139
2019 Q4	–	Sell	-2,235	Closed	-$203K	–	71
2019 Q3	$203K	Buy	+2,235	New	+$194K	0.06%	63
2017 Q3	–	Sell	-3,055	Closed	-$229K	–	45
2017 Q2	$229K	Sell	3,055 -1,045	-25%	-$76.4K	0.15%	37
2017 Q1	$290K	Buy	+4,100	New	+$277K	0.2%	34

Other funds holding WELL

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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's WELL Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors increased its Welltower (WELL) stake by 2.3% in Q3 2026, buying an estimated $8.04K and bringing the position to 1,521 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #127.

Schneider Downs Wealth Management Advisors first reported a position in WELL in Q1 2017 and has held it in 15 quarters since. 1,373 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Schneider Downs Wealth Management Advisors held 1,521 shares of Welltower worth $350K as of Q3 2026.
Schneider Downs Wealth Management Advisors bought 34 Welltower shares in Q3 2026, an estimated $8.04K.
Welltower made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #127 holding.
Schneider Downs Wealth Management Advisors first reported a position in Welltower in Q1 2017 and has held it in 15 quarters since.
1,373 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.