Cynosure Group’s Welltower WELL Stock Holding History

Cynosure 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 Q1	–	Sell	-2,568	Closed	-$477K	–	469
2025 Q4	$477K	Buy	+2,568	New	+$480K	0.05%	218

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cynosure Group's WELL Position: Q1 2026 in Review

Cynosure Group sold out of Welltower (WELL) in Q1 2026, closing a stake of 2,568 shares — an estimated $477K sold.

Cynosure Group first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $477K in Q4 2025. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Cynosure Group reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Cynosure Group sold 2,568 Welltower shares in Q1 2026, an estimated $477K.
Cynosure Group first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
Cynosure Group's Welltower position peaked at $477K in Q4 2025.
1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.