Trilogy Capital
WELL icon

Trilogy Capital’s Welltower WELL Stock Holding History

Trilogy Capital’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 		$294K Buy
1,277
+300
+31% +$70.9K 0.01% 345
2026
Q2 		$222K Buy
+977
New +$207K 0.01% 384
2018
Q4 		– Sell
-142
Closed -$9K – 571
2018
Q3 		$9K Buy
+142
New +$9.17K ﹤0.01% 343

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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

Trilogy Capital's WELL Position: Q3 2026 in Review

Trilogy Capital increased its Welltower (WELL) stake by 31% in Q3 2026, buying an estimated $70.9K and bringing the position to 1,277 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #345.

Trilogy Capital first reported a position in WELL in Q3 2018 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Trilogy Capital held 1,277 shares of Welltower worth $294K as of Q3 2026.
  • Trilogy Capital bought 300 Welltower shares in Q3 2026, an estimated $70.9K.
  • Welltower made up 0.01% of Trilogy Capital's portfolio in Q3 2026, its #345 holding.
  • Trilogy Capital first reported a position in Welltower in Q3 2018 and has held it in 3 quarters since.
  • 331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.