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CVA Family Office’s Welltower WELL Stock Holding History

CVA Family Office’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 		$180K Sell
793
-2
-0.3% -$423 0.02% 351
2026
Q1 		$157K Buy
795
+2
+0.3% +$395 0.02% 366
2025
Q4 		$147K Buy
793
+17
+2% +$3.17K 0.02% 343
2025
Q3 		$138K Buy
776
+33
+4% +$5.42K 0.02% 361
2025
Q2 		$114K Buy
743
+10
+1% +$1.49K 0.02% 382
2025
Q1 		$112K Buy
733
+80
+12% +$11.4K 0.02% 372
2024
Q4 		$82.3K Buy
653
+75
+13% +$9.85K 0.01% 424
2024
Q3 		$74K Buy
578
+13
+2% +$1.52K 0.01% 434
2024
Q2 		$58.9K Buy
565
+5
+0.9% +$490 0.01% 463
2024
Q1 		$52.3K Buy
560
+5
+0.9% +$453 0.01% 487
2023
Q4 		$50K Buy
+555
New +$48.2K 0.01% 477
2023
Q3 		– Sell
-305
Closed -$24.7K – 956
2023
Q2 		$24.7K Sell
305
-5
-2% -$385 0.01% 575
2023
Q1 		$22.2K Buy
310
+145
+88% +$10.5K 0.01% 578
2022
Q4 		$10.8K Sell
165
-370
-69% -$23.8K ﹤0.01% 646
2022
Q3 		$34K Sell
535
-290
-35% -$22.7K 0.01% 447
2022
Q2 		$68K Hold
825
– – 0.02% 305
2022
Q1 		$79K Sell
825
-13
-2% -$1.13K 0.02% 302
2021
Q4 		$72K Sell
838
-144
-15% -$12K 0.02% 299
2021
Q3 		$54K Buy
982
+134
+16% +$11.5K 0.04% 174
2021
Q2 		$70K Buy
848
+480
+130% +$36.7K 0.02% 300
2021
Q1 		$26K Sell
368
-580
-61% -$38.9K 0.01% 361
2020
Q4 		$61K Sell
948
-34
-3% -$2.06K 0.04% 171
2020
Q3 		$54K Hold
982
– – 0.04% 174
2020
Q2 		$51K Buy
982
+87
+10% +$4.28K 0.04% 163
2020
Q1 		$41K Buy
+895
New +$66K 0.04% 159

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

CVA Family Office's WELL Position: Q2 2026 in Review

CVA Family Office reduced its Welltower (WELL) stake by 0.25% in Q2 2026, selling an estimated $423 and leaving 793 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #351.

CVA Family Office first reported a position in WELL in Q1 2020 and has held it in 25 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • CVA Family Office held 793 shares of Welltower worth $180K as of Q2 2026.
  • CVA Family Office sold 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #351 holding.
  • CVA Family Office first reported a position in Welltower in Q1 2020 and has held it in 25 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.