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Core Wealth Partners’s Welltower WELL Stock Holding History

Core Wealth Partners’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 		$293K Buy
1,293
+5
+0.4% +$1.06K 0.13% 136
2026
Q1 		$255K Buy
1,288
+4
+0.3% +$790 0.12% 145
2025
Q4 		$238K Buy
1,284
+155
+14% +$28.9K 0.11% 146
2025
Q3 		$201K Buy
+1,129
New +$186K 0.09% 172

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
New York State Teachers Retirement System (NYSTRS)
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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Core Wealth Partners's WELL Position: Q2 2026 in Review

Core Wealth Partners increased its Welltower (WELL) stake by 0.39% in Q2 2026, buying an estimated $1.06K and bringing the position to 1,293 shares worth $293K. The position accounts for 0.13% of the portfolio, ranked #136.

Core Wealth Partners first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Core Wealth Partners held 1,293 shares of Welltower worth $293K as of Q2 2026.
  • Core Wealth Partners bought 5 Welltower shares in Q2 2026, an estimated $1.06K.
  • Welltower made up 0.13% of Core Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Core Wealth Partners first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.