Centerpoint Advisors’s Welltower WELL Stock Holding History

Centerpoint 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	$10K	Hold	42	–	–	﹤0.01%	335
2026 Q1	$8K	Hold	42	–	–	﹤0.01%	333
2025 Q4	$8K	Hold	42	–	–	﹤0.01%	340
2025 Q3	$7K	Buy	+42	New	+$6.9K	﹤0.01%	355
2025 Q2	–	Sell	-300	Closed	-$46K	–	442
2025 Q1	$46K	Hold	300	–	–	0.02%	168
2024 Q4	$38K	Hold	300	–	–	0.01%	195
2024 Q3	$38K	Hold	300	–	–	0.01%	196
2024 Q2	$31K	Buy	+300	New	+$29.4K	0.01%	215
2022 Q4	–	Sell	-148	Closed	-$10K	–	526
2022 Q3	$10K	Hold	148	–	–	0.01%	223
2022 Q2	$12K	Hold	148	–	–	0.01%	221
2022 Q1	$14K	Hold	148	–	–	0.01%	209
2021 Q4	$13K	Buy	+148	New	+$12.3K	0.01%	207
2018 Q3	–	Sell	-263	Closed	-$16K	–	361
2018 Q2	$16K	Buy	+263	New	+$14.7K	0.01%	156

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 $3.37T AUM 44.26% 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

Centerpoint Advisors's WELL Position: Q2 2026 in Review

Centerpoint Advisors held its Welltower (WELL) position steady in Q2 2026 at 42 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Centerpoint Advisors first reported a position in WELL in Q2 2018 and has held it in 13 quarters since. The position peaked at $46K in Q1 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Centerpoint Advisors held 42 shares of Welltower worth $10K as of Q2 2026.
Centerpoint Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #335 holding.
Centerpoint Advisors first reported a position in Welltower in Q2 2018 and has held it in 13 quarters since.
Centerpoint Advisors's Welltower position peaked at $46K in Q1 2025.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.