Summit Wealth Group (Colorado)
WELL icon

Summit Wealth Group (Colorado)’s Welltower WELL Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.13M Buy
9,260
+8,337
+903% +$1.97M 0.13% 103
2026
Q2 		$210K Buy
+923
New +$195K 0.02% 382

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

Summit Wealth Group (Colorado)'s WELL Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Welltower (WELL) stake by 903% in Q3 2026, buying an estimated $1.97M and bringing the position to 9,260 shares worth $2.13M. The position accounts for 0.13% of the portfolio, ranked #103.

Summit Wealth Group (Colorado) first reported a position in WELL in Q2 2026 and has held it in 2 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Summit Wealth Group (Colorado) held 9,260 shares of Welltower worth $2.13M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 8,337 Welltower shares in Q3 2026, an estimated $1.97M.
  • Welltower made up 0.13% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #103 holding.
  • Summit Wealth Group (Colorado) first reported a position in Welltower in Q2 2026 and has held it in 2 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.