Kohmann Bosshard Financial Services’s Welltower WELL Stock Holding History

Kohmann Bosshard Financial Services’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	$345K	Hold	1,519	–	–	0.03%	162
2026 Q1	$300K	Hold	1,519	–	–	0.03%	161
2025 Q4	$282K	Hold	1,519	–	–	0.03%	225
2025 Q3	$271K	Hold	1,519	–	–	0.03%	183
2025 Q2	$234K	Hold	1,519	–	–	0.03%	174
2025 Q1	$233K	Sell	1,519 -3	-0.2%	-$427	0.03%	194
2024 Q4	$192K	Buy	+1,522	New	+$200K	0.02%	189

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Kohmann Bosshard Financial Services's WELL Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Welltower (WELL) position steady in Q2 2026 at 1,519 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #162.

Kohmann Bosshard Financial Services first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Kohmann Bosshard Financial Services held 1,519 shares of Welltower worth $345K as of Q2 2026.
Kohmann Bosshard Financial Services left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #162 holding.
Kohmann Bosshard Financial Services first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.