MW
WELL icon

Maia Wealth’s Welltower WELL Stock Holding History

Maia Wealth’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 		$718K Buy
3,164
+432
+16% +$91.3K 0.11% 178
2026
Q1 		$540K Buy
2,732
+609
+29% +$120K 0.09% 207
2025
Q4 		$442K Buy
2,123
+373
+21% +$69.7K 0.08% 229
2025
Q3 		$334K Buy
+1,750
New +$288K 0.06% 262

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

Maia Wealth's WELL Position: Q2 2026 in Review

Maia Wealth increased its Welltower (WELL) stake by 16% in Q2 2026, buying an estimated $91.3K and bringing the position to 3,164 shares worth $718K. The position accounts for 0.11% of the portfolio, ranked #178.

Maia Wealth first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Maia Wealth held 3,164 shares of Welltower worth $718K as of Q2 2026.
  • Maia Wealth bought 432 Welltower shares in Q2 2026, an estimated $91.3K.
  • Welltower made up 0.11% of Maia Wealth's portfolio in Q2 2026, its #178 holding.
  • Maia Wealth first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 523 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.