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
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 $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

Mather Group's WELL Position: Q1 2026 in Review

Mather Group increased its Welltower (WELL) stake by 4.6% in Q1 2026, buying an estimated $24.3K and bringing the position to 2,800 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #465.

Mather Group first reported a position in WELL in Q1 2024 and has held it in 9 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Mather Group held 2,800 shares of Welltower worth $554K as of Q1 2026.
  • Mather Group bought 123 Welltower shares in Q1 2026, an estimated $24.3K.
  • Welltower made up 0.01% of Mather Group's portfolio in Q1 2026, its #465 holding.
  • Mather Group first reported a position in Welltower in Q1 2024 and has held it in 9 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.