Intergy Private Wealth’s Welltower WELL Stock Holding History

Intergy Private Wealth’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	$211K	Buy	+930	New	+$197K	0.05%	136

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Intergy Private Wealth's WELL Position: Q2 2026 in Review

Intergy Private Wealth opened a new position in Welltower (WELL) in Q2 2026: 930 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings.

303 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Intergy Private Wealth held 930 shares of Welltower worth $211K as of Q2 2026.
Welltower was a new Intergy Private Wealth position in Q2 2026.
Welltower made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #136 holding.
303 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.