Certified Advisory Corp’s Welltower WELL Stock Holding History

Certified Advisory Corp’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	$273K	Buy	1,203 +4	+0.3%	+$846	0.02%	282
2026 Q1	$237K	Buy	1,199 +97	+9%	+$19.2K	0.02%	294
2025 Q4	$204K	Buy	+1,102	New	+$206K	0.02%	312
2021 Q2	–	Sell	-1,036	Closed	-$74K	–	740
2021 Q1	$74K	Buy	+1,036	New	+$69.6K	0.02%	293
2020 Q2	$53K	Buy	1,033 +2	+0.2%	+$98	0.02%	301
2020 Q1	$47K	Buy	1,031 +1	+0.1%	+$74	0.02%	289
2019 Q4	$84K	Buy	1,030 +1	+0.1%	+$86	0.03%	251
2019 Q3	$93K	Buy	1,029 +1	+0.1%	+$87	0.03%	243
2019 Q2	$84K	Buy	1,028 +1	+0.1%	+$79	0.03%	252
2019 Q1	$80K	Buy	1,027 +2	+0.2%	+$150	0.03%	238
2018 Q4	$71K	Buy	1,025 +1	+0.1%	+$68	0.04%	235
2018 Q3	$66K	Buy	1,024 +2	+0.2%	+$129	0.03%	258
2018 Q2	$64K	Buy	1,022 +2	+0.2%	+$111	0.04%	246
2018 Q1	$55K	Sell	1,020 -248	-20%	-$14K	0.03%	255
2017 Q4	$80K	Buy	+1,268	New	+$85.1K	0.06%	180

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Certified Advisory Corp's WELL Position: Q2 2026 in Review

Certified Advisory Corp increased its Welltower (WELL) stake by 0.33% in Q2 2026, buying an estimated $846 and bringing the position to 1,203 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #282.

Certified Advisory Corp first reported a position in WELL in Q4 2017 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Certified Advisory Corp held 1,203 shares of Welltower worth $273K as of Q2 2026.
Certified Advisory Corp bought 4 Welltower shares in Q2 2026, an estimated $846.
Welltower made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #282 holding.
Certified Advisory Corp first reported a position in Welltower in Q4 2017 and has held it in 15 quarters since.
475 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.