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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
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

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

CX Institutional's WELL Position: Q2 2026 in Review

CX Institutional increased its Welltower (WELL) stake by 43% in Q2 2026, buying an estimated $334K and bringing the position to 5,219 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #311.

CX Institutional first reported a position in WELL in Q4 2018 and has held it in 26 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • CX Institutional held 5,219 shares of Welltower worth $1.19M as of Q2 2026.
  • CX Institutional bought 1,582 Welltower shares in Q2 2026, an estimated $334K.
  • Welltower made up 0.03% of CX Institutional's portfolio in Q2 2026, its #311 holding.
  • CX Institutional first reported a position in Welltower in Q4 2018 and has held it in 26 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.