Csenge Advisory Group’s Welltower WELL Stock Holding History

Csenge Advisory 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	$2.52M	Buy	+11,091	New	+$2.34M	0.1%	178
2020 Q1	–	Sell	-7,344	Closed	-$601K	–	345
2019 Q4	$601K	Buy	7,344 +401	+6%	+$34.3K	0.15%	134
2019 Q3	$629K	Buy	6,943 +474	+7%	+$41.2K	0.17%	117
2019 Q2	$527K	Buy	6,469 +1,996	+45%	+$157K	0.18%	94
2019 Q1	$347K	Buy	+4,473	New	+$336K	0.12%	128
2018 Q4	–	Sell	-157	Closed	-$11K	–	1485
2018 Q3	$11K	Sell	157 -4,143	-96%	-$268K	﹤0.01%	497
2018 Q2	$258K	Sell	4,300 -996	-19%	-$55.5K	0.09%	201
2018 Q1	$288K	Buy	5,296 +926	+21%	+$52.3K	0.1%	200
2017 Q4	$279K	Buy	4,370 +716	+20%	+$48.1K	0.1%	182
2017 Q3	$257K	Buy	+3,654	New	+$266K	0.1%	194

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Csenge Advisory Group's WELL Position: Q2 2026 in Review

Csenge Advisory Group opened a new position in Welltower (WELL) in Q2 2026: 11,091 shares worth $2.52M. The stake represents 0.1% of the portfolio and ranks #178 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in WELL as recently as Q4 2019.

Csenge Advisory Group first reported a position in WELL in Q3 2017 and has held it in 10 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Csenge Advisory Group held 11,091 shares of Welltower worth $2.52M as of Q2 2026.
Welltower was a new Csenge Advisory Group position in Q2 2026.
Welltower made up 0.1% of Csenge Advisory Group's portfolio in Q2 2026, its #178 holding.
Csenge Advisory Group first reported a position in Welltower in Q3 2017 and has held it in 10 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.