Matthew Hamilton Rosenberg’s Welltower WELL Stock Holding History

Matthew Hamilton Rosenberg’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	$192K	Hold	848	–	–	0.04%	237
2026 Q1	$168K	Buy	848 +357	+73%	+$70.5K	0.03%	242
2025 Q4	$91.1K	Hold	491	–	–	0.02%	343
2025 Q3	$87.5K	Sell	491 -142	-22%	-$23.3K	0.02%	352
2025 Q2	$97.3K	Sell	633 -250	-28%	-$37.4K	0.02%	332
2025 Q1	$135K	Hold	883	–	–	0.03%	257
2024 Q4	$111K	Hold	883	–	–	0.03%	290
2024 Q3	$113K	Buy	883 +75	+9%	+$8.75K	0.03%	293
2024 Q2	$84K	Sell	808 -75	-8%	-$7.35K	0.02%	333
2024 Q1	$81.2K	Hold	883	–	–	0.02%	351
2023 Q4	$79.6K	Sell	883 -39	-4%	-$3.38K	0.02%	348
2023 Q3	$75.5K	Buy	922 +13	+1%	+$1.07K	0.03%	341
2023 Q2	$73.5K	Sell	909 -99	-10%	-$7.63K	0.02%	365
2023 Q1	$72.3K	Hold	1,008	–	–	0.02%	380
2022 Q4	$66.1K	Hold	1,008	–	–	0.02%	394
2022 Q3	$65K	Hold	1,008	–	–	0.03%	372
2022 Q2	$84K	Buy	1,008 +56	+6%	+$4.98K	0.03%	341
2022 Q1	$92K	Hold	952	–	–	0.03%	325
2021 Q4	$82K	Buy	952 +550	+137%	+$45.9K	0.03%	338
2021 Q3	$33K	Buy	402 +144	+56%	+$12.4K	0.01%	453
2021 Q2	$21K	Hold	258	–	–	0.01%	464
2021 Q1	$18K	Hold	258	–	–	0.01%	453
2020 Q4	$17K	Sell	258 -43	-14%	-$2.61K	0.01%	437
2020 Q3	$17K	Hold	301	–	–	0.01%	416
2020 Q2	$16K	Buy	+301	New	+$14.8K	0.01%	441

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Matthew Hamilton Rosenberg's WELL Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Welltower (WELL) position steady in Q2 2026 at 848 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #237.

Matthew Hamilton Rosenberg first reported a position in WELL in Q2 2020 and has held it in 25 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Matthew Hamilton Rosenberg held 848 shares of Welltower worth $192K as of Q2 2026.
Matthew Hamilton Rosenberg left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #237 holding.
Matthew Hamilton Rosenberg first reported a position in Welltower in Q2 2020 and has held it in 25 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.