James T. Borello RIA
WELL icon

James T. Borello RIA’s Welltower WELL Stock Holding History

James T. Borello RIA’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 		$57.8K Buy
251
+3
+1% +$709 0.01% 221
2026
Q2 		$56.3K Sell
248
-1
-0.4% -$211 0.01% 222
2026
Q1 		$49.2K Buy
249
+93
+60% +$18.4K 0.01% 224
2025
Q4 		$29K Buy
156
+65
+71% +$12.1K 0.01% 228
2025
Q3 		$16.2K Buy
+91
New +$15K ﹤0.01% 253

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 30.35% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's WELL Position: Q3 2026 in Review

James T. Borello RIA increased its Welltower (WELL) stake by 1.2% in Q3 2026, buying an estimated $709 and bringing the position to 251 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #221.

James T. Borello RIA first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • James T. Borello RIA held 251 shares of Welltower worth $57.8K as of Q3 2026.
  • James T. Borello RIA bought 3 Welltower shares in Q3 2026, an estimated $709.
  • Welltower made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #221 holding.
  • James T. Borello RIA first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.