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Cromwell Holdings’s Welltower WELL Stock Holding History

Cromwell Holdings’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 		$404K Hold
1,781
– – 0.18% 98
2026
Q1 		$352K Hold
1,781
– – 0.2% 102
2025
Q4 		$331K Hold
1,781
– – 0.18% 109
2025
Q3 		$317K Hold
1,781
– – 0.17% 115
2025
Q2 		$274K Hold
1,781
– – 0.17% 126
2025
Q1 		$273K Hold
1,781
– – 0.18% 115
2024
Q4 		$224K Hold
1,781
– – 0.13% 139
2024
Q3 		$228K Hold
1,781
– – 0.15% 136
2024
Q2 		$186K Buy
+1,781
New +$175K 0.11% 163

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Cromwell Holdings's WELL Position: Q2 2026 in Review

Cromwell Holdings held its Welltower (WELL) position steady in Q2 2026 at 1,781 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #98.

Cromwell Holdings first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 288 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cromwell Holdings held 1,781 shares of Welltower worth $404K as of Q2 2026.
  • Cromwell Holdings left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.18% of Cromwell Holdings's portfolio in Q2 2026, its #98 holding.
  • Cromwell Holdings first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 288 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.