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CBIZ Investment Advisory Services’s Welltower WELL Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		$3.76K Sell
19
-197
-91% -$38.9K ﹤0.01% 262
2025
Q4 		$40.1K Sell
216
-10
-4% -$1.87K ﹤0.01% 167
2025
Q3 		$40.3K Buy
226
+13
+6% +$2.14K ﹤0.01% 151
2025
Q2 		$32.7K Buy
213
+201
+1,675% +$30K ﹤0.01% 177
2025
Q1 		$1.84K Buy
+12
New +$1.71K ﹤0.01% 486

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CBIZ Investment Advisory Services's WELL Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Welltower (WELL) stake by 91% in Q1 2026, selling an estimated $38.9K and leaving 19 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

CBIZ Investment Advisory Services first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. The position peaked at $40.3K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • CBIZ Investment Advisory Services held 19 shares of Welltower worth $3.76K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 197 Welltower shares in Q1 2026, an estimated $38.9K.
  • Welltower made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #262 holding.
  • CBIZ Investment Advisory Services first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Welltower position peaked at $40.3K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.