MG
WELL icon

Mather Group’s Welltower WELL Stock Holding History

Mather 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 		$650K Buy
2,864
+64
+2% +$13.5K 0.01% 476
2026
Q1 		$554K Buy
2,800
+123
+5% +$24.3K 0.01% 465
2025
Q4 		$497K Buy
2,677
+300
+13% +$56K 0.01% 402
2025
Q3 		$424K Buy
2,377
+30
+1% +$4.93K ﹤0.01% 437
2025
Q2 		$361K Buy
2,347
+51
+2% +$7.62K ﹤0.01% 454
2025
Q1 		$352K Buy
2,296
+243
+12% +$34.6K ﹤0.01% 455
2024
Q4 		$259K Buy
2,053
+75
+4% +$9.85K ﹤0.01% 496
2024
Q3 		$253K Buy
1,978
+41
+2% +$4.78K ﹤0.01% 505
2024
Q2 		$181K Sell
1,937
-8
-0.4% -$784 ﹤0.01% 639
2024
Q1 		$175K Buy
+1,945
New +$176K ﹤0.01% 555

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

Mather Group's WELL Position: Q2 2026 in Review

Mather Group increased its Welltower (WELL) stake by 2.3% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,864 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #476.

Mather Group first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mather Group held 2,864 shares of Welltower worth $650K as of Q2 2026.
  • Mather Group bought 64 Welltower shares in Q2 2026, an estimated $13.5K.
  • Welltower made up 0.01% of Mather Group's portfolio in Q2 2026, its #476 holding.
  • Mather Group first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.