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Onyx Bridge Wealth Group’s Welltower WELL Stock Holding History

Onyx Bridge Wealth 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 		$351K Sell
1,545
-2
-0.1% -$423 0.03% 289
2026
Q1 		$306K Buy
1,547
+34
+2% +$6.72K 0.03% 288
2025
Q4 		$281K Sell
1,513
-2
-0.1% -$374 0.03% 294
2025
Q3 		$270K Buy
1,515
+56
+4% +$9.21K 0.03% 292
2025
Q2 		$224K Sell
1,459
-26
-2% -$3.88K 0.03% 266
2025
Q1 		$228K Buy
+1,485
New +$212K 0.03% 248

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Handelsbanken Fonder
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

Onyx Bridge Wealth Group's WELL Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Welltower (WELL) stake by 0.13% in Q2 2026, selling an estimated $423 and leaving 1,545 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #289.

Onyx Bridge Wealth Group first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Onyx Bridge Wealth Group held 1,545 shares of Welltower worth $351K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #289 holding.
  • Onyx Bridge Wealth Group first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.