CWM
WELL icon

Congress Wealth Management’s Welltower WELL Stock Holding History

Congress Wealth Management’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
2025
Q2 		$23.5M Buy
152,746
+150,687
+7,318% +$22.5M 0.23% 104
2025
Q1 		$315K Buy
+2,059
New +$293K ﹤0.01% 927

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's WELL Position: Q2 2025 in Review

Congress Wealth Management increased its Welltower (WELL) stake by 7,318% in Q2 2025, buying an estimated $22.5M and bringing the position to 152,746 shares worth $23.5M. The position accounts for 0.23% of the portfolio, ranked #104.

Congress Wealth Management first reported a position in WELL in Q1 2025 and has held it in 2 quarters since. 1,266 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Congress Wealth Management held 152,746 shares of Welltower worth $23.5M as of Q2 2025.
  • Congress Wealth Management bought 150,687 Welltower shares in Q2 2025, an estimated $22.5M.
  • Welltower made up 0.23% of Congress Wealth Management's portfolio in Q2 2025, its #104 holding.
  • Congress Wealth Management first reported a position in Welltower in Q1 2025 and has held it in 2 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.