CWM
WELL icon

Copia Wealth Management’s Welltower WELL Stock Holding History

Copia 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
2026
Q2 		$83.8K Hold
369
– – 0.05% 161
2026
Q1 		$73K Buy
369
+36
+11% +$7.11K 0.05% 163
2025
Q4 		$61.8K Hold
333
– – 0.04% 188
2025
Q3 		$59.3K Hold
333
– – 0.04% 178
2025
Q2 		$51.2K Buy
+333
New +$49.8K 0.04% 167

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Copia Wealth Management's WELL Position: Q2 2026 in Review

Copia Wealth Management held its Welltower (WELL) position steady in Q2 2026 at 369 shares worth $83.8K. The position accounts for 0.05% of the portfolio, ranked #161.

Copia Wealth Management first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Copia Wealth Management held 369 shares of Welltower worth $83.8K as of Q2 2026.
  • Copia Wealth Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.05% of Copia Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Copia Wealth Management first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.