Fifth Third Wealth Advisors’s Welltower WELL Stock Holding History

Fifth Third Wealth Advisors’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	$4.5M	Buy	19,813 +840	+4%	+$178K	0.13%	119
2026 Q1	$3.75M	Buy	18,973 +473	+3%	+$93.5K	0.13%	131
2025 Q4	$3.43M	Buy	18,500 +383	+2%	+$71.5K	0.12%	125
2025 Q3	$3.23M	Buy	18,117 +1,231	+7%	+$202K	0.12%	124
2025 Q2	$2.6M	Buy	16,886 +2,697	+19%	+$403K	0.11%	135
2025 Q1	$2.17M	Buy	14,189 +9,049	+176%	+$1.29M	0.11%	123
2024 Q4	$648K	Sell	5,140 -79	-2%	-$10.4K	0.04%	272
2024 Q3	$668K	Buy	5,219 +125	+2%	+$14.6K	0.04%	252
2024 Q2	$531K	Buy	+5,094	New	+$499K	0.04%	261

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Fifth Third Wealth Advisors's WELL Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Welltower (WELL) stake by 4.4% in Q2 2026, buying an estimated $178K and bringing the position to 19,813 shares worth $4.5M. The position accounts for 0.13% of the portfolio, ranked #119.

Fifth Third Wealth Advisors first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Fifth Third Wealth Advisors held 19,813 shares of Welltower worth $4.5M as of Q2 2026.
Fifth Third Wealth Advisors bought 840 Welltower shares in Q2 2026, an estimated $178K.
Welltower made up 0.13% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Fifth Third Wealth Advisors first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.