Cerity Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.2M | Sell |
243,378
-4,173
| -2% | -$882K | 0.07% | 239 |
|
|
2026
Q1 | $48.9M | Buy |
247,551
+2,128
| +0.9% | +$421K | 0.07% | 244 |
|
|
2025
Q4 | $45.6M | Buy |
245,423
+9,095
| +4% | +$1.7M | 0.07% | 252 |
|
|
2025
Q3 | $42.1M | Buy |
236,328
+1,410
| +0.6% | +$232K | 0.07% | 235 |
|
|
2025
Q2 | $36.1M | Buy |
234,918
+6,334
| +3% | +$947K | 0.06% | 246 |
|
|
2025
Q1 | $35M | Buy |
228,584
+1,170
| +0.5% | +$167K | 0.07% | 232 |
|
|
2024
Q4 | $28.7M | Buy |
227,414
+1,300
| +0.6% | +$171K | 0.06% | 249 |
|
|
2024
Q3 | $28.9M | Buy |
226,114
+17,817
| +9% | +$2.08M | 0.06% | 252 |
|
|
2024
Q2 | $21.7M | Buy |
208,297
+24,059
| +13% | +$2.36M | 0.06% | 265 |
|
|
2024
Q1 | $17.2M | Buy |
184,238
+16,132
| +10% | +$1.46M | 0.05% | 323 |
|
|
2023
Q4 | $15.2M | Buy |
168,106
+61,324
| +57% | +$5.32M | 0.05% | 297 |
|
|
2023
Q3 | $8.75M | Sell |
106,782
-10,448
| -9% | -$859K | 0.04% | 320 |
|
|
2023
Q2 | $9.48M | Sell |
117,230
-12,615
| -10% | -$972K | 0.04% | 354 |
|
|
2023
Q1 | $9.31M | Sell |
129,845
-64,815
| -33% | -$4.7M | 0.02% | 368 |
|
|
2022
Q4 | $12.8M | Buy |
194,660
+190,747
| +4,875% | +$12.3M | 0.08% | 226 |
|
|
2022
Q3 | $253K | Buy |
3,913
+230
| +6% | +$18K | ﹤0.01% | 966 |
|
|
2022
Q2 | $303K | Buy |
+3,683
| New | +$328K | ﹤0.01% | 906 |
|
|
2022
Q1 | – | Sell |
-2,618
| Closed | -$225K | – | 1123 |
|
|
2021
Q4 | $225K | Buy |
+2,618
| New | +$218K | ﹤0.01% | 893 |
|
|
2020
Q2 | – | Sell |
-84,145
| Closed | -$3.85M | – | 493 |
|
|
2020
Q1 | $3.85M | Sell |
84,145
-2,524
| -3% | -$186K | 0.24% | 80 |
|
|
2019
Q4 | $7.09M | Sell |
86,669
-20
| -0% | -$1.71K | 0.36% | 54 |
|
|
2019
Q3 | $7.86M | Sell |
86,689
-1,673
| -2% | -$146K | 0.46% | 47 |
|
|
2019
Q2 | $7.2M | Buy |
88,362
+82,099
| +1,311% | +$6.45M | 0.45% | 54 |
|
|
2019
Q1 | $486K | Sell |
6,263
-882
| -12% | -$66.2K | 0.03% | 331 |
|
|
2018
Q4 | $496K | Buy |
7,145
+861
| +14% | +$58.6K | 0.03% | 317 |
|
|
2018
Q3 | $404K | Sell |
6,284
-1,128
| -15% | -$72.9K | 0.03% | 365 |
|
|
2018
Q2 | $465K | Buy |
7,412
+2,375
| +47% | +$132K | 0.03% | 345 |
|
|
2018
Q1 | $274K | Sell |
5,037
-1,459
| -22% | -$82.4K | 0.02% | 451 |
|
|
2017
Q4 | $414K | Sell |
6,496
-233
| -3% | -$15.6K | 0.03% | 370 |
|
|
2017
Q3 | $473K | Buy |
6,729
+2,758
| +69% | +$201K | 0.03% | 333 |
|
|
2017
Q2 | $297K | Buy |
3,971
+503
| +15% | +$36.8K | 0.02% | 286 |
|
|
2017
Q1 | $246K | Buy |
+3,468
| New | +$234K | 0.02% | 381 |
|
Other funds holding WELL
VCM
VPM
Cerity Partners's WELL Position: Q2 2026 in Review
Cerity Partners reduced its Welltower (WELL) stake by 1.7% in Q2 2026, selling an estimated $882K and leaving 243,378 shares worth $55.2M. The position accounts for 0.07% of the portfolio, ranked #239.
Cerity Partners first reported a position in WELL in Q1 2017 and has held it in 31 quarters since. 1,478 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Cerity Partners held 243,378 shares of Welltower worth $55.2M as of Q2 2026.
- Cerity Partners sold 4,173 Welltower shares in Q2 2026, an estimated $882K.
- Welltower made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #239 holding.
- Cerity Partners first reported a position in Welltower in Q1 2017 and has held it in 31 quarters since.
- 1,478 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.