CM Wealth Advisors’s Welltower WELL Stock Holding History

CM Wealth Advisors’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	$210K	Buy	+927	New	+$196K	0.04%	181

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CM Wealth Advisors's WELL Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Welltower (WELL) in Q2 2026: 927 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings.

1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

CM Wealth Advisors held 927 shares of Welltower worth $210K as of Q2 2026.
Welltower was a new CM Wealth Advisors position in Q2 2026.
Welltower made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #181 holding.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.