Cedar Mountain Advisors
WELL icon

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
Q3 		$2.07K Hold
9
– – ﹤0.01% 813
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

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cedar Mountain Advisors's WELL Position: Q3 2026 in Review

Cedar Mountain Advisors held its Welltower (WELL) position steady in Q3 2026 at 9 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Cedar Mountain Advisors first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Cedar Mountain Advisors held 9 shares of Welltower worth $2.07K as of Q3 2026.
  • Cedar Mountain Advisors left its Welltower share count unchanged in Q3 2026.
  • Welltower made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #813 holding.
  • Cedar Mountain Advisors first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.