CGH
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Crossmark Global Holdings’s Welltower WELL Stock Holding History

Crossmark Global 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 		$9.04M Buy
39,847
+308
+0.8% +$65.1K 0.12% 175
2026
Q1 		$7.82M Buy
39,539
+2,449
+7% +$484K 0.12% 186
2025
Q4 		$6.88M Buy
37,090
+12,953
+54% +$2.42M 0.1% 210
2025
Q3 		$4.3M Sell
24,137
-3,860
-14% -$634K 0.06% 269
2025
Q2 		$4.3M Buy
27,997
+1,292
+5% +$193K 0.07% 267
2025
Q1 		$4.09M Sell
26,705
-1,076
-4% -$153K 0.07% 266
2024
Q4 		$3.5M Sell
27,781
-57
-0.2% -$7.48K 0.06% 287
2024
Q3 		$3.56M Sell
27,838
-282
-1% -$32.9K 0.06% 288
2024
Q2 		$2.93M Buy
28,120
+1,436
+5% +$141K 0.06% 316
2024
Q1 		$2.49M Sell
26,684
-299
-1% -$27.1K 0.05% 371
2023
Q4 		$2.43M Buy
26,983
+375
+1% +$32.5K 0.05% 350
2023
Q3 		$2.23M Sell
26,608
-181
-0.7% -$14.9K 0.05% 365
2023
Q2 		$2.17M Sell
26,789
-464
-2% -$35.7K 0.05% 391
2023
Q1 		$1.95M Buy
27,253
+253
+0.9% +$18.4K 0.05% 414
2022
Q4 		$1.77M Buy
27,000
+1,179
+5% +$75.8K 0.04% 421
2022
Q3 		$1.66M Buy
25,821
+461
+2% +$36K 0.05% 413
2022
Q2 		$2.09M Buy
25,360
+890
+4% +$79.2K 0.05% 371
2022
Q1 		$2.35M Sell
24,470
-154
-0.6% -$13.4K 0.05% 360
2021
Q4 		$2.11M Buy
24,624
+3,574
+17% +$298K 0.05% 396
2021
Q3 		$1.74M Sell
21,050
-90
-0.4% -$7.73K 0.04% 430
2021
Q2 		$1.76M Buy
21,140
+310
+1% +$23.7K 0.04% 426
2021
Q1 		$1.49M Sell
20,830
-760
-4% -$51K 0.04% 461
2020
Q4 		$1.4M Sell
21,590
-514
-2% -$31.2K 0.04% 470
2020
Q3 		$1.22M Sell
22,104
-1,501
-6% -$82.4K 0.03% 473
2020
Q2 		$1.22M Sell
23,605
-2,599
-10% -$128K 0.04% 468
2020
Q1 		$1.2M Sell
26,204
-2,424
-8% -$179K 0.04% 409
2019
Q4 		$2.34M Sell
28,628
-10,359
-27% -$887K 0.06% 318
2019
Q3 		$3.53M Buy
38,987
+1,467
+4% +$128K 0.1% 230
2019
Q2 		$3.06M Sell
37,520
-690
-2% -$54.2K 0.09% 265
2019
Q1 		$2.96M Sell
38,210
-225
-0.6% -$16.9K 0.08% 265
2018
Q4 		$2.67M Buy
38,435
+9,722
+34% +$661K 0.08% 282
2018
Q3 		$1.85M Sell
28,713
-802
-3% -$51.8K 0.05% 429
2018
Q2 		$1.85M Sell
29,515
-1,090
-4% -$60.7K 0.05% 416
2018
Q1 		$1.67M Sell
30,605
-2,292
-7% -$129K 0.04% 473
2017
Q4 		$2.1M Sell
32,897
-5,444
-14% -$365K 0.05% 410
2017
Q3 		$2.69M Buy
+38,341
New +$2.79M 0.07% 337
2016
Q3 		$2.69M Buy
+38,341
New +$2.94M 0.07% 337

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

Crossmark Global Holdings's WELL Position: Q2 2026 in Review

Crossmark Global Holdings increased its Welltower (WELL) stake by 0.78% in Q2 2026, buying an estimated $65.1K and bringing the position to 39,847 shares worth $9.04M. The position accounts for 0.12% of the portfolio, ranked #175.

Crossmark Global Holdings first reported a position in WELL in Q3 2016 and has held it in 37 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Crossmark Global Holdings held 39,847 shares of Welltower worth $9.04M as of Q2 2026.
  • Crossmark Global Holdings bought 308 Welltower shares in Q2 2026, an estimated $65.1K.
  • Welltower made up 0.12% of Crossmark Global Holdings's portfolio in Q2 2026, its #175 holding.
  • Crossmark Global Holdings first reported a position in Welltower in Q3 2016 and has held it in 37 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.