CWWM
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Clear Wave Wealth Management’s Welltower WELL Stock Holding History

Clear Wave 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
Q2 		$528K Buy
2,327
+60
+3% +$12.7K 0.1% 91
2026
Q1 		$448K Buy
+2,267
New +$448K 0.1% 91

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clear Wave Wealth Management's WELL Position: Q2 2026 in Review

Clear Wave Wealth Management increased its Welltower (WELL) stake by 2.6% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,327 shares worth $528K. The position accounts for 0.1% of the portfolio, ranked #91.

Clear Wave Wealth Management first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Clear Wave Wealth Management held 2,327 shares of Welltower worth $528K as of Q2 2026.
  • Clear Wave Wealth Management bought 60 Welltower shares in Q2 2026, an estimated $12.7K.
  • Welltower made up 0.1% of Clear Wave Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Clear Wave Wealth Management first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.