Traveka Wealth’s Welltower WELL Stock Holding History

Traveka 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	$230K	Buy	999 +95	+11%	+$22.5K	0.07%	179
2026 Q2	$205K	Buy	+904	New	+$191K	0.07%	189

Other funds holding WELL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Traveka Wealth's WELL Position: Q3 2026 in Review

Traveka Wealth increased its Welltower (WELL) stake by 11% in Q3 2026, buying an estimated $22.5K and bringing the position to 999 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #179.

Traveka Wealth first reported a position in WELL in Q2 2026 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Traveka Wealth held 999 shares of Welltower worth $230K as of Q3 2026.
Traveka Wealth bought 95 Welltower shares in Q3 2026, an estimated $22.5K.
Welltower made up 0.07% of Traveka Wealth's portfolio in Q3 2026, its #179 holding.
Traveka Wealth first reported a position in Welltower in Q2 2026 and has held it in 2 quarters since.
1,129 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.