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MeadowBrook Investment Advisors’s Welltower WELL Stock Holding History

MeadowBrook Investment 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 		$113K Hold
574
– – 0.1% 142
2025
Q4 		$107K Hold
574
– – 0.09% 150
2025
Q3 		$102K Hold
574
– – 0.09% 153
2025
Q2 		$88.2K Hold
574
– – 0.08% 158
2025
Q1 		$87.9K Hold
574
– – 0.08% 154
2024
Q4 		$72.3K Hold
574
– – 0.06% 165
2024
Q3 		$73.5K Hold
574
– – 0.07% 155
2024
Q2 		$59.8K Hold
574
– – 0.06% 158
2024
Q1 		$53.6K Hold
574
– – 0.05% 166
2023
Q4 		$51.8K Buy
+574
New +$49.8K 0.05% 165

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

MeadowBrook Investment Advisors's WELL Position: Q1 2026 in Review

MeadowBrook Investment Advisors held its Welltower (WELL) position steady in Q1 2026 at 574 shares worth $113K. The position accounts for 0.1% of the portfolio, ranked #142.

MeadowBrook Investment Advisors first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • MeadowBrook Investment Advisors held 574 shares of Welltower worth $113K as of Q1 2026.
  • MeadowBrook Investment Advisors left its Welltower share count unchanged in Q1 2026.
  • Welltower made up 0.1% of MeadowBrook Investment Advisors's portfolio in Q1 2026, its #142 holding.
  • MeadowBrook Investment Advisors first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.