C2C Wealth Management’s Welltower WELL Stock Holding History

C2C Wealth Management’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 Q2	$454K	Hold	2,000	–	–	0.36%	52
2026 Q1	$395K	Hold	2,000	–	–	0.33%	60
2025 Q4	$371K	Hold	2,000	–	–	0.31%	57
2025 Q3	$356K	Hold	2,000	–	–	0.31%	58
2025 Q2	$307K	Hold	2,000	–	–	0.28%	66
2025 Q1	$306K	Hold	2,000	–	–	0.29%	67
2024 Q4	$252K	Hold	2,000	–	–	0.23%	77
2024 Q3	$270K	Hold	2,000	–	–	0.25%	72
2024 Q2	$209K	Buy	+2,000	New	+$196K	0.2%	81

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

C2C Wealth Management's WELL Position: Q2 2026 in Review

C2C Wealth Management held its Welltower (WELL) position steady in Q2 2026 at 2,000 shares worth $454K. The position accounts for 0.36% of the portfolio, ranked #52.

C2C Wealth Management first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

C2C Wealth Management held 2,000 shares of Welltower worth $454K as of Q2 2026.
C2C Wealth Management left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.36% of C2C Wealth Management's portfolio in Q2 2026, its #52 holding.
C2C Wealth Management first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.