CMC Financial Group’s Welltower WELL Stock Holding History

CMC Financial 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 Q1	–	Sell	-1,827	Closed	-$339K	–	49
2025 Q4	$339K	Buy	1,827 +27	+2%	+$5.04K	0.61%	31
2025 Q3	$321K	Buy	+1,800	New	+$296K	0.59%	27

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CMC Financial Group's WELL Position: Q1 2026 in Review

CMC Financial Group sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,827 shares — an estimated $339K sold.

CMC Financial Group first reported a position in WELL in Q3 2025 and held it in 2 quarters. The position peaked at $339K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

CMC Financial Group reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
CMC Financial Group sold 1,827 Welltower shares in Q1 2026, an estimated $339K.
CMC Financial Group first reported a position in Welltower in Q3 2025 and held it in 2 quarters.
CMC Financial Group's Welltower position peaked at $339K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.