Magnus Financial Group’s Welltower WELL Stock Holding History

Magnus Financial 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 Q2	$236K	Buy	+1,040	New	+$220K	0.02%	349

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

Magnus Financial Group's WELL Position: Q2 2026 in Review

Magnus Financial Group opened a new position in Welltower (WELL) in Q2 2026: 1,040 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #349 among its holdings.

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

Magnus Financial Group held 1,040 shares of Welltower worth $236K as of Q2 2026.
Welltower was a new Magnus Financial Group position in Q2 2026.
Welltower made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #349 holding.
415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.