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CWA Asset Management Group’s Welltower WELL Stock Holding History

CWA Asset Management 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 		$572K Sell
2,518
-30
-1% -$6.34K 0.02% 482
2026
Q1 		$504K Buy
2,548
+124
+5% +$24.5K 0.02% 486
2025
Q4 		$450K Buy
2,424
+255
+12% +$47.6K 0.02% 479
2025
Q3 		$386K Buy
2,169
+271
+14% +$44.5K 0.01% 518
2025
Q2 		$292K Buy
1,898
+306
+19% +$45.7K 0.01% 546
2025
Q1 		$244K Buy
+1,592
New +$227K 0.01% 556

Other funds holding WELL

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

CWA Asset Management Group's WELL Position: Q2 2026 in Review

CWA Asset Management Group reduced its Welltower (WELL) stake by 1.2% in Q2 2026, selling an estimated $6.34K and leaving 2,518 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #482.

CWA Asset Management Group first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 795 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • CWA Asset Management Group held 2,518 shares of Welltower worth $572K as of Q2 2026.
  • CWA Asset Management Group sold 30 Welltower shares in Q2 2026, an estimated $6.34K.
  • Welltower made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #482 holding.
  • CWA Asset Management Group first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 795 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.