Quad-Cities Investment Group’s Welltower WELL Stock Holding History

Quad-Cities Investment 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	$207K	Buy	+913	New	+$193K	0.07%	194
2019 Q4	–	Sell	-1,583	Closed	-$144K	–	701
2019 Q3	$144K	Buy	1,583 +6	+0.4%	+$522	0.12%	180
2019 Q2	$129K	Buy	1,577 +6	+0.4%	+$472	0.11%	192
2019 Q1	$123K	Buy	1,571 +6	+0.4%	+$450	0.11%	194
2018 Q4	$110K	Buy	1,565 +6	+0.4%	+$408	0.11%	189
2018 Q3	$99K	Buy	1,559 +6	+0.4%	+$388	0.09%	229
2018 Q2	$96K	Buy	+1,553	New	+$86.5K	0.09%	226

Other funds holding WELL

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services

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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return