Comprehensive Financial Consultants Institutional’s Welltower WELL Stock Holding History

Comprehensive Financial Consultants Institutional’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	$788K	Hold	3,474	–	–	0.21%	115
2026 Q1	$687K	Hold	3,474	–	–	0.2%	118
2025 Q4	$645K	Hold	3,474	–	–	0.19%	117
2025 Q3	$619K	Sell	3,474 -488	-12%	-$80.2K	0.19%	122
2025 Q2	$609K	Hold	3,962	–	–	0.2%	121
2025 Q1	$607K	Hold	3,962	–	–	0.22%	112
2024 Q4	$499K	Hold	3,962	–	–	0.18%	119
2024 Q3	$507K	Hold	3,962	–	–	0.19%	122
2024 Q2	$413K	Hold	3,962	–	–	0.16%	128
2024 Q1	$370K	Hold	3,962	–	–	0.15%	130
2023 Q4	$357K	Sell	3,962 -7	-0.2%	-$607	0.17%	128
2023 Q3	$325K	Hold	3,969	–	–	0.17%	126
2023 Q2	$315K	Hold	3,969	–	–	0.17%	128
2023 Q1	$285K	Hold	3,969	–	–	0.16%	133
2022 Q4	$286K	Hold	3,969	–	–	0.17%	129
2022 Q3	$238K	Hold	3,969	–	–	0.16%	140
2022 Q2	$327K	Buy	+3,969	New	+$353K	0.23%	120

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's WELL Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its Welltower (WELL) position steady in Q2 2026 at 3,474 shares worth $788K. The position accounts for 0.21% of the portfolio, ranked #115.

Comprehensive Financial Consultants Institutional first reported a position in WELL in Q2 2022 and has held it in 17 quarters since. 230 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Comprehensive Financial Consultants Institutional held 3,474 shares of Welltower worth $788K as of Q2 2026.
Comprehensive Financial Consultants Institutional left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.21% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #115 holding.
Comprehensive Financial Consultants Institutional first reported a position in Welltower in Q2 2022 and has held it in 17 quarters since.
230 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.