Cooper Financial Group
WELL icon

Cooper Financial Group’s Welltower WELL Stock Holding History

Cooper Financial Group’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
Q3 		$376K Sell
1,633
-70
-4% -$16.6K 0.03% 301
2026
Q2 		$387K Buy
1,703
+119
+8% +$25.2K 0.03% 300
2026
Q1 		$313K Buy
1,584
+223
+16% +$44.1K 0.03% 320
2025
Q4 		$253K Buy
1,361
+107
+9% +$20K 0.03% 330
2025
Q3 		$223K Buy
+1,254
New +$206K 0.02% 360

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cooper Financial Group's WELL Position: Q3 2026 in Review

Cooper Financial Group reduced its Welltower (WELL) stake by 4.1% in Q3 2026, selling an estimated $16.6K and leaving 1,633 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #301.

Cooper Financial Group first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. The position peaked at $387K in Q2 2026. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Cooper Financial Group held 1,633 shares of Welltower worth $376K as of Q3 2026.
  • Cooper Financial Group sold 70 Welltower shares in Q3 2026, an estimated $16.6K.
  • Welltower made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #301 holding.
  • Cooper Financial Group first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • Cooper Financial Group's Welltower position peaked at $387K in Q2 2026.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.