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MASECO Private Wealth’s Welltower WELL Stock Holding History

MASECO Private 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
Q1 		– Sell
-46
Closed -$8.53K – 588
2025
Q4 		$8.53K Buy
46
+24
+109% +$4.48K ﹤0.01% 361
2025
Q3 		$3.99K Hold
22
– – ﹤0.01% 204
2025
Q2 		$3.43K Buy
+22
New +$3.29K ﹤0.01% 418

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MASECO Private Wealth's WELL Position: Q1 2026 in Review

MASECO Private Wealth sold out of Welltower (WELL) in Q1 2026, closing a stake of 46 shares — an estimated $8.53K sold.

MASECO Private Wealth first reported a position in WELL in Q2 2025 and held it in 3 quarters. The position peaked at $8.53K in Q4 2025. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • MASECO Private Wealth reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 46 Welltower shares in Q1 2026, an estimated $8.53K.
  • MASECO Private Wealth first reported a position in Welltower in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Welltower position peaked at $8.53K in Q4 2025.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.