Triad Wealth Partners’s Welltower WELL Stock Holding History

Triad Wealth Partners’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	$802K	Buy	3,483 +548	+19%	+$130K	0.04%	240
2026 Q2	$684K	Buy	2,935 +469	+19%	+$99.2K	0.04%	260
2026 Q1	$488K	Buy	2,466 +96	+4%	+$19K	0.04%	280
2025 Q4	$440K	Buy	2,370 +135	+6%	+$25.2K	0.04%	289
2025 Q3	$398K	Buy	2,235 +136	+6%	+$22.4K	0.05%	239
2025 Q2	$323K	Sell	2,099 -33	-2%	-$4.93K	0.07%	205
2025 Q1	$327K	Sell	2,132 -50	-2%	-$7.12K	0.1%	148
2024 Q4	$275K	Buy	+2,182	New	+$286K	0.1%	148
2024 Q3	–	Sell	-1,317	Closed	-$137K	–	935
2024 Q2	$137K	Buy	+1,317	New	+$129K	0.07%	123

Other funds holding WELL

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

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

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

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Triad Wealth Partners's WELL Position: Q3 2026 in Review

Triad Wealth Partners increased its Welltower (WELL) stake by 19% in Q3 2026, buying an estimated $130K and bringing the position to 3,483 shares worth $802K. The position accounts for 0.04% of the portfolio, ranked #240.

Triad Wealth Partners first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Triad Wealth Partners held 3,483 shares of Welltower worth $802K as of Q3 2026.
Triad Wealth Partners bought 548 Welltower shares in Q3 2026, an estimated $130K.
Welltower made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #240 holding.
Triad Wealth Partners first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.