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 Q2	$3.76K	Hold	19	–	–	﹤0.01%	262
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CBIZ Investment Advisory Services's WELL Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Welltower (WELL) position steady in Q2 2026 at 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 6 quarters since. The position peaked at $40.3K in Q3 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

CBIZ Investment Advisory Services held 19 shares of Welltower worth $3.76K as of Q2 2026.
CBIZ Investment Advisory Services left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #262 holding.
CBIZ Investment Advisory Services first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
CBIZ Investment Advisory Services's Welltower position peaked at $40.3K in Q3 2025.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.