Verde Capital Management’s Welltower WELL Stock Holding History

Verde 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	$2.95M	Sell	12,817 -652	-5%	-$154K	0.52%	33
2026 Q2	$3.06M	Sell	13,469 -567	-4%	-$120K	0.57%	36
2026 Q1	$2.78M	Sell	14,036 -1,712	-11%	-$338K	0.59%	33
2025 Q4	$2.92M	Sell	15,748 -836	-5%	-$156K	0.62%	32
2025 Q3	$2.95M	Buy	16,584 +89	+0.5%	+$14.6K	0.65%	32
2025 Q2	$2.54M	Buy	16,495 +425	+3%	+$63.5K	0.63%	30
2025 Q1	$2.46M	Buy	16,070 +187	+1%	+$26.6K	0.7%	30
2024 Q4	$2M	Buy	15,883 +684	+5%	+$89.8K	0.56%	31
2024 Q3	$1.95M	Buy	15,199 +367	+2%	+$42.8K	0.58%	30
2024 Q2	$1.55M	Buy	14,832 +2,797	+23%	+$274K	0.49%	30
2024 Q1	$1.12M	Buy	12,035 +7,088	+143%	+$642K	0.39%	28
2023 Q4	$446K	Buy	+4,947	New	+$429K	0.17%	35

Other funds holding WELL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Verde Capital Management reduced its Welltower (WELL) stake by 4.8% in Q3 2026, selling an estimated $154K and leaving 12,817 shares worth $2.95M. The position accounts for 0.52% of the portfolio, ranked #33.

Verde Capital Management first reported a position in WELL in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q2 2026. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Verde Capital Management held 12,817 shares of Welltower worth $2.95M as of Q3 2026.
Verde Capital Management sold 652 Welltower shares in Q3 2026, an estimated $154K.
Welltower made up 0.52% of Verde Capital Management's portfolio in Q3 2026, its #33 holding.
Verde Capital Management first reported a position in Welltower in Q4 2023 and has held it in 12 quarters since.
Verde Capital Management's Welltower position peaked at $3.06M in Q2 2026.
904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Verde Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.