Third View Private Wealth’s Welltower WELL Stock Holding History

Third View Private Wealth’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 Q2	$502K	Buy	+2,210	New	+$467K	0.06%	177

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Third View Private Wealth's WELL Position: Q2 2026 in Review

Third View Private Wealth opened a new position in Welltower (WELL) in Q2 2026: 2,210 shares worth $502K. The stake represents 0.06% of the portfolio and ranks #177 among its holdings.

918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Third View Private Wealth held 2,210 shares of Welltower worth $502K as of Q2 2026.
Welltower was a new Third View Private Wealth position in Q2 2026.
Welltower made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #177 holding.
918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.