Wealth Alliance
WELL icon

Wealth Alliance’s Welltower WELL Stock Holding History

Wealth Alliance’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 		$407K Sell
1,766
-41
-2% -$9.7K 0.03% 357
2026
Q2 		$410K Buy
1,807
+37
+2% +$7.82K 0.03% 366
2026
Q1 		$350K Sell
1,770
-288
-14% -$56.9K 0.03% 390
2025
Q4 		$382K Buy
2,058
+25
+1% +$4.67K 0.04% 375
2025
Q3 		$362K Buy
2,033
+39
+2% +$6.41K 0.04% 373
2025
Q2 		$306K Sell
1,994
-58
-3% -$8.67K 0.03% 403
2025
Q1 		$314K Buy
2,052
+159
+8% +$22.7K 0.04% 382
2024
Q4 		$239K Sell
1,893
-92
-5% -$12.1K 0.03% 443
2024
Q3 		$254K Sell
1,985
-95
-5% -$11.1K 0.03% 441
2024
Q2 		$217K Buy
+2,080
New +$204K 0.03% 464

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

Wealth Alliance's WELL Position: Q3 2026 in Review

Wealth Alliance reduced its Welltower (WELL) stake by 2.3% in Q3 2026, selling an estimated $9.7K and leaving 1,766 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #357.

Wealth Alliance first reported a position in WELL in Q2 2024 and has held it in 10 quarters since. The position peaked at $410K in Q2 2026. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Wealth Alliance held 1,766 shares of Welltower worth $407K as of Q3 2026.
  • Wealth Alliance sold 41 Welltower shares in Q3 2026, an estimated $9.7K.
  • Welltower made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #357 holding.
  • Wealth Alliance first reported a position in Welltower in Q2 2024 and has held it in 10 quarters since.
  • Wealth Alliance's Welltower position peaked at $410K in Q2 2026.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.