MHR
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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
Q3 		$195K Hold
848
– – 0.04% 233
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Matthew Hamilton Rosenberg's WELL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Welltower (WELL) position steady in Q3 2026 at 848 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #233.

Matthew Hamilton Rosenberg first reported a position in WELL in Q2 2020 and has held it in 26 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Matthew Hamilton Rosenberg held 848 shares of Welltower worth $195K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #233 holding.
  • Matthew Hamilton Rosenberg first reported a position in Welltower in Q2 2020 and has held it in 26 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.