Cyndeo Wealth Partners
WELL icon

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
Q3 		$355K Buy
1,543
+66
+4% +$15.6K 0.02% 412
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Cyndeo Wealth Partners's WELL Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Welltower (WELL) stake by 4.5% in Q3 2026, buying an estimated $15.6K and bringing the position to 1,543 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #412.

Cyndeo Wealth Partners first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Cyndeo Wealth Partners held 1,543 shares of Welltower worth $355K as of Q3 2026.
  • Cyndeo Wealth Partners bought 66 Welltower shares in Q3 2026, an estimated $15.6K.
  • Welltower made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #412 holding.
  • Cyndeo Wealth Partners first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.