Client 1st Advisory Group’s Welltower WELL Stock Holding History

Client 1st Advisory Group’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	$219K	Buy	+964	New	+$204K	0.06%	134

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

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

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Client 1st Advisory Group's WELL Position: Q2 2026 in Review

Client 1st Advisory Group opened a new position in Welltower (WELL) in Q2 2026: 964 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings.

299 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Client 1st Advisory Group held 964 shares of Welltower worth $219K as of Q2 2026.
Welltower was a new Client 1st Advisory Group position in Q2 2026.
Welltower made up 0.06% of Client 1st Advisory Group's portfolio in Q2 2026, its #134 holding.
299 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.