Values First Advisors
WELL icon

Values First Advisors’s Welltower WELL Stock Holding History

Values First 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 		$790K Sell
3,431
-53
-2% -$12.5K 0.37% 76
2026
Q2 		$791K Sell
3,484
-3,311
-49% -$700K 0.36% 82
2026
Q1 		$1.34M Buy
6,795
+85
+1% +$16.8K 0.7% 46
2025
Q4 		$1.25M Buy
6,710
+481
+8% +$89.8K 0.65% 51
2025
Q3 		$1.11M Buy
6,229
+62
+1% +$10.2K 0.59% 52
2025
Q2 		$948K Sell
6,167
-91
-1% -$13.6K 0.52% 58
2025
Q1 		$959K Buy
6,258
+22
+0.4% +$3.14K 0.56% 53
2024
Q4 		$786K Buy
6,236
+239
+4% +$31.4K 0.43% 64
2024
Q3 		$768K Sell
5,997
-23
-0.4% -$2.68K 0.42% 64
2024
Q2 		$628K Buy
6,020
+10
+0.2% +$980 0.38% 71
2024
Q1 		$562K Buy
6,010
+253
+4% +$22.9K 0.33% 89
2023
Q4 		$519K Sell
5,757
-2,820
-33% -$245K 0.31% 98
2023
Q3 		$703K Sell
8,577
-3
-0% -$247 0.45% 66
2023
Q2 		$694K Buy
8,580
+486
+6% +$37.4K 0.42% 75
2023
Q1 		$580K Buy
8,094
+355
+5% +$25.8K 0.37% 78
2022
Q4 		$507K Buy
7,739
+1,664
+27% +$107K 0.35% 79
2022
Q3 		$391K Buy
6,075
+260
+4% +$20.3K 0.28% 98
2022
Q2 		$479K Sell
5,815
-237
-4% -$21.1K 0.34% 89
2022
Q1 		$582K Buy
6,052
+241
+4% +$20.9K 0.37% 84
2021
Q4 		$498K Sell
5,811
-627
-10% -$52.3K 0.29% 95
2021
Q3 		$530K Buy
6,438
+262
+4% +$22.5K 0.34% 91
2021
Q2 		$513K Sell
6,176
-101
-2% -$7.73K 0.35% 99
2021
Q1 		$450K Buy
6,277
+106
+2% +$7.12K 0.33% 96
2020
Q4 		$399K Sell
6,171
-119
-2% -$7.22K 0.32% 105
2020
Q3 		$346K Buy
6,290
+1,147
+22% +$63K 0.32% 103
2020
Q2 		$266K Buy
5,143
+328
+7% +$16.1K 0.26% 114
2020
Q1 		$220K Sell
4,815
-902
-16% -$66.6K 0.26% 107
2019
Q4 		$468K Buy
+5,717
New +$489K 0.45% 75

Other funds holding WELL

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
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Values First Advisors's WELL Position: Q3 2026 in Review

Values First Advisors reduced its Welltower (WELL) stake by 1.5% in Q3 2026, selling an estimated $12.5K and leaving 3,431 shares worth $790K. The position accounts for 0.37% of the portfolio, ranked #76.

Values First Advisors first reported a position in WELL in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.34M in Q1 2026. 547 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Values First Advisors held 3,431 shares of Welltower worth $790K as of Q3 2026.
  • Values First Advisors sold 53 Welltower shares in Q3 2026, an estimated $12.5K.
  • Welltower made up 0.37% of Values First Advisors's portfolio in Q3 2026, its #76 holding.
  • Values First Advisors first reported a position in Welltower in Q4 2019 and has held it in 28 quarters since.
  • Values First Advisors's Welltower position peaked at $1.34M in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.