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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCF Advisors's WELL Position: Q1 2026 in Review

MCF Advisors increased its Welltower (WELL) stake by 3.4% in Q1 2026, buying an estimated $3.75K and bringing the position to 581 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #481.

MCF Advisors first reported a position in WELL in Q1 2017 and has held it in 19 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

MCF Advisors held 581 shares of Welltower worth $115K as of Q1 2026.
MCF Advisors bought 19 Welltower shares in Q1 2026, an estimated $3.75K.
Welltower made up 0.01% of MCF Advisors's portfolio in Q1 2026, its #481 holding.
MCF Advisors first reported a position in Welltower in Q1 2017 and has held it in 19 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.