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MAI Capital Management’s Welltower WELL Stock Holding History

MAI Capital Management’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 		$6.79M Buy
29,917
+2,287
+8% +$483K 0.03% 415
2026
Q1 		$5.46M Buy
27,630
+1,054
+4% +$208K 0.03% 384
2025
Q4 		$4.93M Buy
26,576
+1,738
+7% +$325K 0.03% 403
2025
Q3 		$4.42M Sell
24,838
-561
-2% -$92.2K 0.03% 394
2025
Q2 		$3.9M Sell
25,399
-58
-0.2% -$8.67K 0.03% 375
2025
Q1 		$3.9M Sell
25,457
-655
-3% -$93.3K 0.03% 353
2024
Q4 		$3.29M Buy
26,112
+3,185
+14% +$418K 0.02% 398
2024
Q3 		$2.94M Sell
22,927
-651
-3% -$76K 0.03% 329
2024
Q2 		$2.46M Buy
23,578
+3,710
+19% +$364K 0.02% 372
2024
Q1 		$1.86M Sell
19,868
-145
-0.7% -$13.1K 0.02% 419
2023
Q4 		$1.8M Sell
20,013
-273
-1% -$23.7K 0.02% 344
2023
Q3 		$1.66M Buy
20,286
+24
+0.1% +$1.97K 0.02% 336
2023
Q2 		$1.64M Sell
20,262
-2,473
-11% -$191K 0.02% 337
2023
Q1 		$1.63M Buy
22,735
+256
+1% +$18.6K 0.03% 335
2022
Q4 		$1.47M Buy
22,479
+7,968
+55% +$512K 0.02% 341
2022
Q3 		$933K Buy
+14,511
New +$1.13M 0.02% 389

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MAI Capital Management's WELL Position: Q2 2026 in Review

MAI Capital Management increased its Welltower (WELL) stake by 8.3% in Q2 2026, buying an estimated $483K and bringing the position to 29,917 shares worth $6.79M. The position accounts for 0.03% of the portfolio, ranked #415.

MAI Capital Management first reported a position in WELL in Q3 2022 and has held it in 16 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • MAI Capital Management held 29,917 shares of Welltower worth $6.79M as of Q2 2026.
  • MAI Capital Management bought 2,287 Welltower shares in Q2 2026, an estimated $483K.
  • Welltower made up 0.03% of MAI Capital Management's portfolio in Q2 2026, its #415 holding.
  • MAI Capital Management first reported a position in Welltower in Q3 2022 and has held it in 16 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.