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WESPAC Advisors SoCal’s Welltower WELL Stock Holding History

WESPAC Advisors SoCal’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 		$12.7M Sell
54,981
-64
-0.1% -$15.1K 2.29% 16
2026
Q2 		$12.5M Buy
55,045
+1,119
+2% +$237K 2.23% 16
2026
Q1 		$10.7M Buy
53,926
+803
+2% +$159K 2.27% 15
2025
Q4 		$9.86M Buy
53,123
+129
+0.2% +$24.1K 1.99% 16
2025
Q3 		$9.44M Sell
52,994
-915
-2% -$150K 1.92% 18
2025
Q2 		$8.29M Buy
53,909
+17
+0% +$2.54K 1.85% 20
2025
Q1 		$8.26M Buy
53,892
+21,667
+67% +$3.09M 2.15% 17
2024
Q4 		$4.06M Buy
32,225
+8,481
+36% +$1.11M 0.92% 33
2024
Q3 		$3.04M Buy
+23,744
New +$2.77M 0.7% 38

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

WESPAC Advisors SoCal's WELL Position: Q3 2026 in Review

WESPAC Advisors SoCal reduced its Welltower (WELL) stake by 0.12% in Q3 2026, selling an estimated $15.1K and leaving 54,981 shares worth $12.7M. The position accounts for 2.29% of the portfolio, ranked #16.

WESPAC Advisors SoCal first reported a position in WELL in Q3 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • WESPAC Advisors SoCal held 54,981 shares of Welltower worth $12.7M as of Q3 2026.
  • WESPAC Advisors SoCal sold 64 Welltower shares in Q3 2026, an estimated $15.1K.
  • Welltower made up 2.29% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #16 holding.
  • WESPAC Advisors SoCal first reported a position in Welltower in Q3 2024 and has held it in 9 quarters since.
  • 121 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.