VestGen Advisors
WELL icon

VestGen Advisors’s Welltower WELL Stock Holding History

VestGen 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 		$734K Sell
3,187
-4,957
-61% -$1.17M 0.02% 480
2026
Q2 		$1.85M Buy
8,144
+148
+2% +$31.3K 0.05% 320
2026
Q1 		$1.74M Buy
7,996
+6,264
+362% +$1.24M 0.05% 328
2025
Q4 		$321K Sell
1,732
-543
-24% -$101K 0.01% 581
2025
Q3 		$405K Buy
2,275
+717
+46% +$118K 0.01% 526
2025
Q2 		$240K Sell
1,558
-109
-7% -$16.3K 0.01% 541
2025
Q1 		$255K Buy
+1,667
New +$238K 0.01% 498

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

VestGen Advisors's WELL Position: Q3 2026 in Review

VestGen Advisors reduced its Welltower (WELL) stake by 61% in Q3 2026, selling an estimated $1.17M and leaving 3,187 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #480.

VestGen Advisors first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.85M in Q2 2026. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • VestGen Advisors held 3,187 shares of Welltower worth $734K as of Q3 2026.
  • VestGen Advisors sold 4,957 Welltower shares in Q3 2026, an estimated $1.17M.
  • Welltower made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #480 holding.
  • VestGen Advisors first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Welltower position peaked at $1.85M in Q2 2026.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.