Commerce Advisors’s Welltower WELL Stock Holding History

Commerce 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	$221K	Sell	975 -130	-12%	-$27.5K	0.12%	111
2026 Q1	$219K	Buy	+1,105	New	+$218K	0.18%	108

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

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

Norges Bank Oslo, Norway $1T AUM

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

Commerce Advisors's WELL Position: Q2 2026 in Review

Commerce Advisors reduced its Welltower (WELL) stake by 12% in Q2 2026, selling an estimated $27.5K and leaving 975 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #111.

Commerce Advisors first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Commerce Advisors held 975 shares of Welltower worth $221K as of Q2 2026.
Commerce Advisors sold 130 Welltower shares in Q2 2026, an estimated $27.5K.
Welltower made up 0.12% of Commerce Advisors's portfolio in Q2 2026, its #111 holding.
Commerce Advisors first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Commerce Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.