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Cary Street Partners Investment Advisory’s Welltower WELL Stock Holding History

Cary Street Partners Investment Advisory’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 		$547K Sell
2,410
-95
-4% -$20.1K 0.11% 186
2026
Q1 		$495K Buy
2,505
+154
+7% +$30.4K 0.13% 179
2025
Q4 		$436K Buy
2,351
+216
+10% +$40.3K 0.12% 184
2025
Q3 		$380K Buy
2,135
+257
+14% +$42.2K 0.16% 140
2025
Q2 		$289K Buy
1,878
+97
+5% +$14.5K 0.14% 165
2025
Q1 		$273K Buy
1,781
+31
+2% +$4.42K 0.16% 160
2024
Q4 		$221K Sell
1,750
-1,525
-47% -$200K 0.14% 162
2024
Q3 		$419K Buy
3,275
+174
+6% +$20.3K 0.02% 532
2024
Q2 		$323K Buy
+3,101
New +$304K 0.01% 575
2023
Q4 		– Sell
-1,324
Closed -$108K – 1778
2023
Q3 		$108K Sell
1,324
-145
-10% -$11.9K 0.01% 689
2023
Q2 		$119K Hold
1,469
– – 0.01% 629
2023
Q1 		$105K Hold
1,469
– – 0.01% 580
2022
Q4 		$96.3K Buy
+1,469
New +$94.4K 0.01% 594
2021
Q1 		– Sell
-4,593
Closed -$297K – 416
2020
Q4 		$297K Buy
4,593
+2,557
+126% +$155K 0.06% 256
2020
Q3 		$112K Buy
+2,036
New +$112K 0.02% 357

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cary Street Partners Investment Advisory's WELL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Welltower (WELL) stake by 3.8% in Q2 2026, selling an estimated $20.1K and leaving 2,410 shares worth $547K. The position accounts for 0.11% of the portfolio, ranked #186.

Cary Street Partners Investment Advisory first reported a position in WELL in Q3 2020 and has held it in 15 quarters since. 1,114 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,410 shares of Welltower worth $547K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 95 Welltower shares in Q2 2026, an estimated $20.1K.
  • Welltower made up 0.11% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #186 holding.
  • Cary Street Partners Investment Advisory first reported a position in Welltower in Q3 2020 and has held it in 15 quarters since.
  • 1,114 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.