Commonwealth Equity Services’s Welltower WELL Stock Holding History

Commonwealth Equity Services’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	$18.1M	Sell	79,940 -7,024	-8%	-$1.48M	0.02%	638
2026 Q1	$17.2M	Sell	86,964 -1,293	-1%	-$256K	0.02%	626
2025 Q4	$16.4M	Buy	88,257 +2,750	+3%	+$514K	0.02%	651
2025 Q3	$15.2M	Sell	85,507 -6,588	-7%	-$1.08M	0.02%	696
2025 Q2	$14.2M	Buy	92,095 +1,879	+2%	+$281K	0.02%	719
2025 Q1	$13.8M	Buy	90,216 +4,631	+5%	+$660K	0.02%	713
2024 Q4	$10.8M	Sell	85,585 -10,227	-11%	-$1.34M	0.02%	798
2024 Q3	$12.3M	Sell	95,812 -898	-0.9%	-$105K	0.02%	731
2024 Q2	$10.1M	Buy	96,710 +597	+0.6%	+$58.5K	0.02%	805
2024 Q1	$8.98M	Sell	96,113 -502	-0.5%	-$45.5K	0.01%	838
2023 Q4	$8.71M	Sell	96,615 -18,368	-16%	-$1.59M	0.02%	802
2023 Q3	$9.42M	Sell	114,983 -1,212	-1%	-$99.7K	0.02%	698
2023 Q2	$9.4M	Buy	116,195 +2,297	+2%	+$177K	0.02%	711
2023 Q1	$8.16K	Sell	113,898 -2,997	-3%	-$217K	0.02%	767
2022 Q4	$7.66M	Buy	116,895 +4,332	+4%	+$278K	0.02%	756
2022 Q3	$7.24M	Sell	112,563 -31,569	-22%	-$2.47M	0.02%	722
2022 Q2	$11.9M	Buy	144,132 +30,664	+27%	+$2.73M	0.03%	506
2022 Q1	$10.9M	Buy	113,468 +186	+0.2%	+$16.2K	0.02%	594
2021 Q4	$9.72M	Buy	113,282 +3,020	+3%	+$252K	0.02%	612
2021 Q3	$9.09M	Sell	110,262 -702	-0.6%	-$60.3K	0.02%	602
2021 Q2	$9.22M	Sell	110,964 -1,819	-2%	-$139K	0.02%	589
2021 Q1	$8.08M	Sell	112,783 -2,725	-2%	-$183K	0.02%	584
2020 Q4	$7.46M	Sell	115,508 -5,010	-4%	-$304K	0.02%	574
2020 Q3	$6.64M	Sell	120,518 -5,365	-4%	-$295K	0.02%	560
2020 Q2	$6.51M	Sell	125,883 -7,028	-5%	-$345K	0.02%	540
2020 Q1	$6.08M	Sell	132,911 -640	-0.5%	-$47.2K	0.03%	487
2019 Q4	$10.9M	Buy	133,551 +6,345	+5%	+$543K	0.04%	384
2019 Q3	$11.5M	Buy	127,206 +1,678	+1%	+$146K	0.05%	351
2019 Q2	$10.2M	Buy	125,528 +2,270	+2%	+$178K	0.05%	363
2019 Q1	$9.56M	Buy	123,258 +3,109	+3%	+$233K	0.04%	368
2018 Q4	$8.34M	Buy	120,149 +1,739	+1%	+$118K	0.04%	367
2018 Q3	$7.62M	Buy	118,410 +8,865	+8%	+$573K	0.04%	406
2018 Q2	$6.87M	Buy	109,545 +2,523	+2%	+$141K	0.04%	405
2018 Q1	$5.83M	Sell	107,022 -2,012	-2%	-$114K	0.03%	433
2017 Q4	$6.95M	Sell	109,034 -1,339	-1%	-$89.9K	0.04%	389
2017 Q3	$7.76M	Buy	110,373 +2,623	+2%	+$191K	0.05%	334
2017 Q2	$8.06M	Buy	107,750 +8,242	+8%	+$602K	0.05%	303
2017 Q1	$7.05M	Buy	99,508 +11,354	+13%	+$766K	0.05%	323
2016 Q4	$5.9M	Buy	88,154 +15,781	+22%	+$1.05M	0.04%	346
2016 Q3	$5.41M	Buy	72,373 +4,515	+7%	+$346K	0.04%	352
2016 Q2	$5.17M	Buy	67,858 +3,669	+6%	+$261K	0.04%	344
2016 Q1	$4.45M	Buy	64,189 +165	+0.3%	+$10.6K	0.04%	375
2015 Q4	$4.36M	Sell	64,024 -1,579	-2%	-$103K	0.04%	363
2015 Q3	$4.44M	Sell	65,603 -4,017	-6%	-$268K	0.05%	335
2015 Q2	$4.57M	Buy	69,620 +1,724	+3%	+$124K	0.05%	355
2015 Q1	$5.25M	Sell	67,896 -847	-1%	-$66.7K	0.05%	304
2014 Q4	$5.2M	Buy	68,743 +4,573	+7%	+$326K	0.06%	286
2014 Q3	$4M	Buy	64,170 +5,848	+10%	+$377K	0.05%	333
2014 Q2	$3.65M	Buy	58,322 +8,249	+16%	+$519K	0.04%	351
2014 Q1	$2.98M	Buy	50,073 +6,644	+15%	+$380K	0.04%	375
2013 Q4	$2.33M	Buy	43,429 +4,204	+11%	+$250K	0.03%	446
2013 Q3	$2.45M	Buy	39,225 +484	+1%	+$30.8K	0.04%	390
2013 Q2	$2.6M	Buy	+38,741	New	+$2.75M	0.05%	354

Other funds holding WELL

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Commonwealth Equity Services's WELL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Welltower (WELL) stake by 8.1% in Q2 2026, selling an estimated $1.48M and leaving 79,940 shares worth $18.1M. The position accounts for 0.02% of the portfolio, ranked #638.

Commonwealth Equity Services first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 583 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Commonwealth Equity Services held 79,940 shares of Welltower worth $18.1M as of Q2 2026.
Commonwealth Equity Services sold 7,024 Welltower shares in Q2 2026, an estimated $1.48M.
Welltower made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #638 holding.
Commonwealth Equity Services first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
583 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.