Centurion Wealth Management
WELL icon

Centurion Wealth Management’s Welltower WELL Stock Holding History

Centurion Wealth Management’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 		$290K Hold
1,260
– – 0.07% 227
2026
Q2 		$286K Hold
1,260
– – 0.07% 230
2026
Q1 		$249K Hold
1,260
– – 0.06% 267
2025
Q4 		$234K Hold
1,260
– – 0.05% 269
2025
Q3 		$224K Buy
+1,260
New +$207K 0.05% 268

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

Centurion Wealth Management's WELL Position: Q3 2026 in Review

Centurion Wealth Management held its Welltower (WELL) position steady in Q3 2026 at 1,260 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #227.

Centurion Wealth Management first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 338 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Centurion Wealth Management held 1,260 shares of Welltower worth $290K as of Q3 2026.
  • Centurion Wealth Management left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.07% of Centurion Wealth Management's portfolio in Q3 2026, its #227 holding.
  • Centurion Wealth Management first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 338 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.