Carson Wealth (CWM LLC)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Buy |
55,856
+933
| +2% | +$184K | 0.03% | 514 |
|
|
2025
Q4 | $10.2M | Sell |
54,923
-3,617
| -6% | -$676K | 0.03% | 521 |
|
|
2025
Q3 | $10.4M | Buy |
58,540
+36,076
| +161% | +$5.93M | 0.03% | 456 |
|
|
2025
Q2 | $3.45M | Buy |
22,464
+7,284
| +48% | +$1.09M | 0.01% | 719 |
|
|
2025
Q1 | $2.33M | Buy |
15,180
+767
| +5% | +$109K | 0.01% | 779 |
|
|
2024
Q4 | $1.82M | Buy |
14,413
+49
| +0.3% | +$6.43K | 0.01% | 821 |
|
|
2024
Q3 | $1.84M | Sell |
14,364
-551
| -4% | -$64.3K | 0.01% | 743 |
|
|
2024
Q2 | $1.55M | Buy |
14,915
+1,194
| +9% | +$117K | 0.01% | 712 |
|
|
2024
Q1 | $1.28M | Buy |
13,721
+734
| +6% | +$66.5K | 0.01% | 758 |
|
|
2023
Q4 | $1.17M | Buy |
12,987
+292
| +2% | +$25.3K | 0.01% | 740 |
|
|
2023
Q3 | $1.04M | Buy |
12,695
+296
| +2% | +$24.3K | 0.01% | 739 |
|
|
2023
Q2 | $1M | Buy |
12,399
+2,678
| +28% | +$206K | 0.01% | 713 |
|
|
2023
Q1 | $697K | Buy |
9,721
+399
| +4% | +$28.9K | ﹤0.01% | 783 |
|
|
2022
Q4 | $611K | Buy |
9,322
+2,945
| +46% | +$189K | ﹤0.01% | 745 |
|
|
2022
Q3 | $410K | Sell |
6,377
-51
| -0.8% | -$3.99K | ﹤0.01% | 811 |
|
|
2022
Q2 | $529K | Buy |
6,428
+1,224
| +24% | +$109K | ﹤0.01% | 717 |
|
|
2022
Q1 | $500K | Buy |
5,204
+1,520
| +41% | +$132K | ﹤0.01% | 733 |
|
|
2021
Q4 | $316K | Buy |
+3,684
| New | +$307K | ﹤0.01% | 848 |
|
|
2021
Q2 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 915 |
|
|
2021
Q1 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 915 |
|
|
2020
Q4 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 915 |
|
|
2020
Q3 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 915 |
|
|
2020
Q2 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 915 |
|
|
2020
Q1 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 915 |
|
|
2019
Q4 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 915 |
|
|
2019
Q3 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 915 |
|
|
2019
Q2 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 915 |
|
|
2019
Q1 | $197K | Buy |
2,367
+1,588
| +204% | +$119K | ﹤0.01% | 915 |
|
|
2018
Q4 | $54K | Sell |
779
-352
| -31% | -$23.9K | ﹤0.01% | 866 |
|
|
2018
Q3 | $73K | Sell |
1,131
-220,074
| -99% | -$14.2M | ﹤0.01% | 674 |
|
|
2018
Q2 | $13.9M | Sell |
221,205
-14,716
| -6% | -$820K | 0.46% | 60 |
|
|
2018
Q1 | $12.8M | Buy |
235,921
+235,349
| +41,145% | +$13.3M | 0.51% | 56 |
|
|
2017
Q4 | $36K | Sell |
572
-434
| -43% | -$29.1K | ﹤0.01% | 588 |
|
|
2017
Q3 | $71K | Buy |
1,006
+256
| +34% | +$18.6K | ﹤0.01% | 461 |
|
|
2017
Q2 | $56K | Hold |
750
| – | – | ﹤0.01% | 463 |
|
|
2017
Q1 | $53K | Sell |
750
-60
| -7% | -$4.05K | ﹤0.01% | 449 |
|
|
2016
Q4 | $54K | Buy |
810
+260
| +47% | +$17.2K | ﹤0.01% | 442 |
|
|
2016
Q3 | $41K | Buy |
+550
| New | +$42.1K | ﹤0.01% | 445 |
|
Other funds holding WELL
VCM
VPM
Carson Wealth (CWM LLC)'s WELL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Welltower (WELL) stake by 1.7% in Q1 2026, buying an estimated $184K and bringing the position to 55,856 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #514.
Carson Wealth (CWM LLC) first reported a position in WELL in Q3 2016 and has held it in 38 quarters since. The position peaked at $13.9M in Q2 2018. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Carson Wealth (CWM LLC) held 55,856 shares of Welltower worth $11M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 933 Welltower shares in Q1 2026, an estimated $184K.
- Welltower made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #514 holding.
- Carson Wealth (CWM LLC) first reported a position in Welltower in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Welltower position peaked at $13.9M in Q2 2018.
- 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.