Toth Financial Advisory
WELL icon

Toth Financial Advisory’s Welltower WELL Stock Holding History

Toth Financial Advisory’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 		$4.38K Buy
+19
New +$4.49K ﹤0.01% 689
2026
Q2 		– Sell
-1
Closed -$198 – 1025
2026
Q1 		$198 Hold
1
– – ﹤0.01% 875
2025
Q4 		$186 Buy
+1
New +$187 ﹤0.01% 860
2023
Q3 		– Sell
-134
Closed -$10.8K – 855
2023
Q2 		$10.8K Buy
+134
New +$10.3K ﹤0.01% 456

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Toth Financial Advisory's WELL Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Welltower (WELL) in Q3 2026: 19 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in WELL as recently as Q1 2026.

Toth Financial Advisory first reported a position in WELL in Q2 2023 and has held it in 4 quarters since. The position peaked at $10.8K in Q2 2023. 331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Toth Financial Advisory held 19 shares of Welltower worth $4.38K as of Q3 2026.
  • Welltower was a new Toth Financial Advisory position in Q3 2026.
  • Welltower made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #689 holding.
  • Toth Financial Advisory first reported a position in Welltower in Q2 2023 and has held it in 4 quarters since.
  • Toth Financial Advisory's Welltower position peaked at $10.8K in Q2 2023.
  • 331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.