MCF Advisors’s Welltower WELL Stock Holding History

MCF Advisors’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	$167K	Buy	735 +154	+27%	+$32.6K	0.01%	460
2026 Q1	$115K	Buy	581 +19	+3%	+$3.75K	0.01%	481
2025 Q4	$104K	Buy	562 +39	+7%	+$7.28K	0.01%	398
2025 Q3	$93.2K	Buy	523 +23	+5%	+$3.78K	0.01%	331
2025 Q2	$76.9K	Hold	500	–	–	0.01%	346
2025 Q1	$76.6K	Sell	500 -24	-5%	-$3.42K	0.01%	344
2024 Q4	$66K	Hold	524	–	–	﹤0.01%	363
2024 Q3	$67.1K	Sell	524 -4	-0.8%	-$467	﹤0.01%	351
2024 Q2	$55K	Hold	528	–	–	﹤0.01%	368
2024 Q1	$49.3K	Buy	528 +4	+0.8%	+$362	﹤0.01%	376
2023 Q4	$47.3K	Hold	524	–	–	﹤0.01%	376
2023 Q3	$42.9K	Buy	524 +500	+2,083%	+$41.1K	﹤0.01%	377
2023 Q2	$1.94K	Hold	24	–	–	﹤0.01%	718
2023 Q1	$1.72K	Hold	24	–	–	﹤0.01%	724
2022 Q4	$1.57K	Buy	24 +10	+71%	+$643	﹤0.01%	704
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	795
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	753
2022 Q1	$1K	Buy	+14	New	+$1.22K	﹤0.01%	758
2021 Q4	–	Sell	-14	Closed	-$1K	–	687
2021 Q3	$1K	Buy	+14	New	+$1.2K	﹤0.01%	743
2017 Q2	–	Sell	-232	Closed	-$16K	–	531
2017 Q1	$16K	Buy	+232	New	+$15.7K	﹤0.01%	326

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

MCF Advisors's WELL Position: Q2 2026 in Review

MCF Advisors increased its Welltower (WELL) stake by 27% in Q2 2026, buying an estimated $32.6K and bringing the position to 735 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #460.

MCF Advisors first reported a position in WELL in Q1 2017 and has held it in 20 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

MCF Advisors held 735 shares of Welltower worth $167K as of Q2 2026.
MCF Advisors bought 154 Welltower shares in Q2 2026, an estimated $32.6K.
Welltower made up 0.01% of MCF Advisors's portfolio in Q2 2026, its #460 holding.
MCF Advisors first reported a position in Welltower in Q1 2017 and has held it in 20 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.