Values Added Financial
WELL icon

Values Added Financial’s Welltower WELL Stock Holding History

Values Added Financial’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 		$479K Buy
2,081
+7
+0.3% +$1.66K 0.17% 80
2026
Q2 		$471K Buy
2,074
+209
+11% +$44.2K 0.17% 84
2026
Q1 		$369K Buy
1,865
+89
+5% +$17.6K 0.16% 88
2025
Q4 		$330K Hold
1,776
– – 0.14% 95
2025
Q3 		$316K Buy
1,776
+124
+8% +$20.4K 0.14% 95
2025
Q2 		$254K Buy
1,652
+209
+14% +$31.2K 0.12% 107
2025
Q1 		$221K Buy
+1,443
New +$206K 0.12% 108

Other funds holding WELL

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Values Added Financial's WELL Position: Q3 2026 in Review

Values Added Financial increased its Welltower (WELL) stake by 0.34% in Q3 2026, buying an estimated $1.66K and bringing the position to 2,081 shares worth $479K. The position accounts for 0.17% of the portfolio, ranked #80.

Values Added Financial first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Values Added Financial held 2,081 shares of Welltower worth $479K as of Q3 2026.
  • Values Added Financial bought 7 Welltower shares in Q3 2026, an estimated $1.66K.
  • Welltower made up 0.17% of Values Added Financial's portfolio in Q3 2026, its #80 holding.
  • Values Added Financial first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • 621 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.