VisionPoint Advisory Group
WELL icon

VisionPoint Advisory Group’s Welltower WELL Stock Holding History

VisionPoint Advisory Group’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 		$341K Buy
1,482
+262
+21% +$62K 0.05% 312
2026
Q2 		$277K Buy
+1,220
New +$258K 0.05% 376

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

VisionPoint Advisory Group's WELL Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Welltower (WELL) stake by 21% in Q3 2026, buying an estimated $62K and bringing the position to 1,482 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #312.

VisionPoint Advisory Group first reported a position in WELL in Q2 2026 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • VisionPoint Advisory Group held 1,482 shares of Welltower worth $341K as of Q3 2026.
  • VisionPoint Advisory Group bought 262 Welltower shares in Q3 2026, an estimated $62K.
  • Welltower made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #312 holding.
  • VisionPoint Advisory Group first reported a position in Welltower in Q2 2026 and has held it in 2 quarters since.
  • 367 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.