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Crestwood Advisors Group’s Welltower WELL Stock Holding History

Crestwood Advisors 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 		$668K Buy
2,943
+407
+16% +$86K 0.01% 397
2026
Q1 		$501K Buy
2,536
+162
+7% +$32K 0.01% 422
2025
Q4 		$441K Buy
2,374
+598
+34% +$112K 0.01% 424
2025
Q3 		$316K Buy
1,776
+456
+35% +$75K 0.01% 459
2025
Q2 		$203K Buy
+1,320
New +$197K ﹤0.01% 518

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

Crestwood Advisors Group's WELL Position: Q2 2026 in Review

Crestwood Advisors Group increased its Welltower (WELL) stake by 16% in Q2 2026, buying an estimated $86K and bringing the position to 2,943 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #397.

Crestwood Advisors Group 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.

  • Crestwood Advisors Group held 2,943 shares of Welltower worth $668K as of Q2 2026.
  • Crestwood Advisors Group bought 407 Welltower shares in Q2 2026, an estimated $86K.
  • Welltower made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #397 holding.
  • Crestwood Advisors Group 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 Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.