CMA
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Cedar Mountain Advisors’s Welltower WELL Stock Holding History

Cedar Mountain Advisors’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 		$2.04K Hold
9
– – ﹤0.01% 847
2026
Q1 		$1.78K Buy
9
+3
+50% +$593 ﹤0.01% 833
2025
Q4 		$1.11K Hold
6
– – ﹤0.01% 485
2025
Q3 		$1.07K Buy
+6
New +$986 ﹤0.01% 518

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cedar Mountain Advisors's WELL Position: Q2 2026 in Review

Cedar Mountain Advisors held its Welltower (WELL) position steady in Q2 2026 at 9 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Cedar Mountain Advisors first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cedar Mountain Advisors held 9 shares of Welltower worth $2.04K as of Q2 2026.
  • Cedar Mountain Advisors left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #847 holding.
  • Cedar Mountain Advisors first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.