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Compass Wealth Management (Georgia)’s Welltower WELL Stock Holding History

Compass Wealth Management (Georgia)’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 		$284K Hold
1,250
– – 0.11% 62
2026
Q1 		$247K Hold
1,250
– – 0.11% 64
2025
Q4 		$232K Hold
1,250
– – 0.1% 60
2025
Q3 		$223K Buy
+1,250
New +$205K 0.1% 60

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Compass Wealth Management (Georgia)'s WELL Position: Q2 2026 in Review

Compass Wealth Management (Georgia) held its Welltower (WELL) position steady in Q2 2026 at 1,250 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #62.

Compass Wealth Management (Georgia) first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Compass Wealth Management (Georgia) held 1,250 shares of Welltower worth $284K as of Q2 2026.
  • Compass Wealth Management (Georgia) left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.11% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #62 holding.
  • Compass Wealth Management (Georgia) first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.