COMPASS FINANCIAL MANAGEMENT LLC’s Welltower WELL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$89.8K	Buy	+390	New	+$82.5K	0.01%	574

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WELL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Welltower (WELL) in Q2 2026: 390 shares worth $89.8K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings.

1,272 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 390 shares of Welltower worth $89.8K as of Q2 2026.
Welltower was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Welltower made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #574 holding.
1,272 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.