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Cyndeo Wealth Partners’s Welltower WELL Stock Holding History

Cyndeo Wealth Partners’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 		$335K Buy
1,477
+94
+7% +$19.9K 0.02% 422
2026
Q1 		$273K Sell
1,383
-9
-0.6% -$1.78K 0.01% 421
2025
Q4 		$258K Buy
1,392
+131
+10% +$24.5K 0.01% 423
2025
Q3 		$225K Buy
+1,261
New +$207K 0.01% 444

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cyndeo Wealth Partners's WELL Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Welltower (WELL) stake by 6.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 1,477 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #422.

Cyndeo Wealth Partners first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cyndeo Wealth Partners held 1,477 shares of Welltower worth $335K as of Q2 2026.
  • Cyndeo Wealth Partners bought 94 Welltower shares in Q2 2026, an estimated $19.9K.
  • Welltower made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #422 holding.
  • Cyndeo Wealth Partners first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 303 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.