Triumph Capital Management
WELL icon

Triumph Capital Management’s Welltower WELL Stock Holding History

Triumph Capital Management’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 		$10.4K Hold
45
– – ﹤0.01% 1188
2026
Q2 		$10.2K Buy
45
+4
+10% +$846 ﹤0.01% 1148
2026
Q1 		$8.11K Buy
41
+21
+105% +$4.15K ﹤0.01% 1168
2025
Q4 		$3.71K Buy
+20
New +$3.74K ﹤0.01% 1347

Other funds holding WELL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Triumph Capital Management's WELL Position: Q3 2026 in Review

Triumph Capital Management held its Welltower (WELL) position steady in Q3 2026 at 45 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Triumph Capital Management first reported a position in WELL in Q4 2025 and has held it in 4 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Triumph Capital Management held 45 shares of Welltower worth $10.4K as of Q3 2026.
  • Triumph Capital Management left its Welltower share count unchanged in Q3 2026.
  • Welltower made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1188 holding.
  • Triumph Capital Management first reported a position in Welltower in Q4 2025 and has held it in 4 quarters since.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.