C2C Wealth Management
WELL icon

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
Q3 		$460K Hold
2,000
– – 0.36% 53
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 		$208K Buy
+2,000
New +$196K 0.2% 81

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

C2C Wealth Management's WELL Position: Q3 2026 in Review

C2C Wealth Management held its Welltower (WELL) position steady in Q3 2026 at 2,000 shares worth $460K. The position accounts for 0.36% of the portfolio, ranked #53.

C2C Wealth Management first reported a position in WELL in Q2 2024 and has held it in 10 quarters since. 374 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • C2C Wealth Management held 2,000 shares of Welltower worth $460K as of Q3 2026.
  • C2C Wealth Management left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.36% of C2C Wealth Management's portfolio in Q3 2026, its #53 holding.
  • C2C Wealth Management first reported a position in Welltower in Q2 2024 and has held it in 10 quarters since.
  • 374 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.