Trifecta Capital Advisors
WELL icon

Trifecta Capital Advisors’s Welltower WELL Stock Holding History

Trifecta Capital 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
Q3 		– Sell
-3
Closed -$681 – 490
2026
Q2 		$681 Buy
+3
New +$634 ﹤0.01% 399
2025
Q4 		– Sell
-15
Closed -$2.67K – 444
2025
Q3 		$2.67K Hold
15
– – ﹤0.01% 313
2025
Q2 		$2.31K Hold
15
– – ﹤0.01% 325
2025
Q1 		$2.3K Hold
15
– – ﹤0.01% 295
2024
Q4 		$1.89K Hold
15
– – ﹤0.01% 309
2024
Q3 		$1.92K Hold
15
– – ﹤0.01% 315
2024
Q2 		$1.56K Hold
15
– – ﹤0.01% 336
2024
Q1 		$1.4K Hold
15
– – ﹤0.01% 342
2023
Q4 		$1.35K Buy
+15
New +$1.3K ﹤0.01% 369

Other funds holding WELL

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Trifecta Capital Advisors's WELL Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Welltower (WELL) in Q3 2026, closing a stake of 3 shares — an estimated $681 sold.

Trifecta Capital Advisors first reported a position in WELL in Q4 2023 and held it in 9 quarters. The position peaked at $2.67K in Q3 2025. 665 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Welltower position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 3 Welltower shares in Q3 2026, an estimated $681.
  • Trifecta Capital Advisors first reported a position in Welltower in Q4 2023 and held it in 9 quarters.
  • Trifecta Capital Advisors's Welltower position peaked at $2.67K in Q3 2025.
  • 665 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.