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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
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

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
Handelsbanken Fonder
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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cooper Financial Group's WELL Position: Q2 2026 in Review

Cooper Financial Group increased its Welltower (WELL) stake by 7.5% in Q2 2026, buying an estimated $25.2K and bringing the position to 1,703 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #300.

Cooper Financial Group first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cooper Financial Group held 1,703 shares of Welltower worth $387K as of Q2 2026.
  • Cooper Financial Group bought 119 Welltower shares in Q2 2026, an estimated $25.2K.
  • Welltower made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #300 holding.
  • Cooper Financial Group first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.