Confluence Wealth Services’s Welltower WELL Stock Holding History

Confluence Wealth 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	$216K	Buy	+950	New	+$201K	0.01%	451

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

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 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 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Confluence Wealth Services's WELL Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Welltower (WELL) in Q2 2026: 950 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings.

415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Confluence Wealth Services held 950 shares of Welltower worth $216K as of Q2 2026.
Welltower was a new Confluence Wealth Services position in Q2 2026.
Welltower made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #451 holding.
415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.