MCM
WELL icon

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
Q1 		– Hold
0
– – – 1667
2025
Q4 		– Hold
0
– – – 1504
2025
Q3 		– Hold
0
– – – 1455
2025
Q2 		– Hold
0
– – – 1445
2025
Q1 		– Hold
0
– – – 1370
2024
Q4 		– Hold
0
– – – 1763

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAI Capital Management's WELL Position: Q1 2026 in Review

MAI Capital Management increased its Welltower (WELL) stake by 4% in Q1 2026, buying an estimated $208K and bringing the position to 27,630 shares worth $5.46M. The position accounts for 0.03% of the portfolio, ranked #384.

MAI Capital Management first reported a position in WELL in Q3 2022 and has held it in 15 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • MAI Capital Management held 27,630 shares of Welltower worth $5.46M as of Q1 2026.
  • MAI Capital Management bought 1,054 Welltower shares in Q1 2026, an estimated $208K.
  • Welltower made up 0.03% of MAI Capital Management's portfolio in Q1 2026, its #384 holding.
  • MAI Capital Management first reported a position in Welltower in Q3 2022 and has held it in 15 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.