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CX Institutional’s Welltower WELL Stock Holding History

CX Institutional’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
Q3 		$1.28M Buy
5,559
+340
+7% +$80.4K 0.03% 312
2026
Q2 		$1.19M Buy
5,219
+1,582
+43% +$334K 0.03% 311
2026
Q1 		$719K Buy
3,637
+138
+4% +$27.3K 0.02% 395
2025
Q4 		$650K Buy
3,499
+231
+7% +$43.1K 0.02% 358
2025
Q3 		$582K Sell
3,268
-28
-0.8% -$4.6K 0.02% 396
2025
Q2 		$507K Sell
3,296
-38
-1% -$5.68K 0.02% 368
2025
Q1 		$511K Buy
3,334
+405
+14% +$57.7K 0.02% 353
2024
Q4 		$369K Buy
2,929
+46
+2% +$6.04K 0.01% 398
2024
Q3 		$369K Buy
2,883
+44
+2% +$5.13K 0.02% 429
2024
Q2 		$296K Sell
2,839
-43
-1% -$4.21K 0.01% 462
2024
Q1 		$269K Buy
2,882
+12
+0.4% +$1.09K 0.01% 482
2023
Q4 		$259K Sell
2,870
-32
-1% -$2.78K 0.01% 437
2023
Q3 		$238K Sell
2,902
-22
-0.8% -$1.81K 0.01% 448
2023
Q2 		$237K Buy
+2,924
New +$225K 0.01% 473
2022
Q3 		– Sell
-851
Closed -$70K – 1131
2022
Q2 		$70K Buy
+851
New +$75.7K 0.01% 612
2021
Q4 		– Sell
-905
Closed -$75K – 899
2021
Q3 		$75K Buy
905
+91
+11% +$7.82K 0.01% 501
2021
Q2 		$68K Buy
814
+207
+34% +$15.8K 0.01% 506
2021
Q1 		$43K Buy
607
+117
+24% +$7.86K ﹤0.01% 521
2020
Q4 		$32K Buy
490
+269
+122% +$16.3K ﹤0.01% 523
2020
Q3 		$12K Buy
221
+93
+73% +$5.11K ﹤0.01% 646
2020
Q2 		$7K Sell
128
-17
-12% -$835 ﹤0.01% 630
2020
Q1 		$7K Buy
145
+31
+27% +$2.29K ﹤0.01% 516
2019
Q4 		$9K Hold
114
– – ﹤0.01% 448
2019
Q3 		$10K Buy
114
+8
+8% +$696 ﹤0.01% 463
2019
Q2 		$9K Buy
106
+15
+16% +$1.18K ﹤0.01% 513
2019
Q1 		$7K Buy
91
+75
+469% +$5.63K ﹤0.01% 505
2018
Q4 		$1K Buy
+16
New +$1.09K ﹤0.01% 521

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM

CX Institutional's WELL Position: Q3 2026 in Review

CX Institutional increased its Welltower (WELL) stake by 6.5% in Q3 2026, buying an estimated $80.4K and bringing the position to 5,559 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #312.

CX Institutional first reported a position in WELL in Q4 2018 and has held it in 27 quarters since. 72 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • CX Institutional held 5,559 shares of Welltower worth $1.28M as of Q3 2026.
  • CX Institutional bought 340 Welltower shares in Q3 2026, an estimated $80.4K.
  • Welltower made up 0.03% of CX Institutional's portfolio in Q3 2026, its #312 holding.
  • CX Institutional first reported a position in Welltower in Q4 2018 and has held it in 27 quarters since.
  • 72 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.