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 Q3	$743K	Buy	3,226 +1,016	+46%	+$240K	0.09%	139
2026 Q2	$502K	Buy	+2,210	New	+$467K	0.06%	177

Other funds holding WELL

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Third View Private Wealth's WELL Position: Q3 2026 in Review

Third View Private Wealth increased its Welltower (WELL) stake by 46% in Q3 2026, buying an estimated $240K and bringing the position to 3,226 shares worth $743K. The position accounts for 0.09% of the portfolio, ranked #139.

Third View Private Wealth first reported a position in WELL in Q2 2026 and has held it in 2 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Third View Private Wealth held 3,226 shares of Welltower worth $743K as of Q3 2026.
Third View Private Wealth bought 1,016 Welltower shares in Q3 2026, an estimated $240K.
Welltower made up 0.09% of Third View Private Wealth's portfolio in Q3 2026, its #139 holding.
Third View Private Wealth first reported a position in Welltower in Q2 2026 and has held it in 2 quarters since.
904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.