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VisionPoint Advisory Group’s Welltower WELL Stock Holding History

VisionPoint Advisory 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 		$277K Buy
+1,220
New +$258K 0.05% 376

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
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
CNB
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
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

VisionPoint Advisory Group's WELL Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Welltower (WELL) in Q2 2026: 1,220 shares worth $277K. The stake represents 0.05% of the portfolio and ranks #376 among its holdings.

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

  • VisionPoint Advisory Group held 1,220 shares of Welltower worth $277K as of Q2 2026.
  • Welltower was a new VisionPoint Advisory Group position in Q2 2026.
  • Welltower made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #376 holding.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.