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Three Bearings Fiduciary Advisors’s Welltower WELL Stock Holding History

Three Bearings Fiduciary 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
Q2 		$2.27K Hold
10
– – ﹤0.01% 207
2026
Q1 		$1.98K Hold
10
– – ﹤0.01% 220
2025
Q4 		$1.88K Buy
+10
New +$1.87K ﹤0.01% 234

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Three Bearings Fiduciary Advisors's WELL Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Welltower (WELL) position steady in Q2 2026 at 10 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Three Bearings Fiduciary Advisors first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 10 shares of Welltower worth $2.27K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #207 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.