Measured Wealth Private Client Group’s Welltower WELL Stock Holding History

Measured Wealth Private Client Group’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	$17K	Hold	75	–	–	﹤0.01%	518
2026 Q1	$14.8K	Hold	75	–	–	﹤0.01%	531
2025 Q4	$13.9K	Hold	75	–	–	﹤0.01%	531
2025 Q3	$13.4K	Buy	+75	New	+$12.3K	﹤0.01%	527
2018 Q4	–	Sell	-1,180	Closed	-$76K	–	706
2018 Q3	$76K	Buy	+1,180	New	+$76.2K	0.05%	274

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

Measured Wealth Private Client Group's WELL Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Welltower (WELL) position steady in Q2 2026 at 75 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Measured Wealth Private Client Group first reported a position in WELL in Q3 2018 and has held it in 5 quarters since. The position peaked at $76K in Q3 2018. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Measured Wealth Private Client Group held 75 shares of Welltower worth $17K as of Q2 2026.
Measured Wealth Private Client Group left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #518 holding.
Measured Wealth Private Client Group first reported a position in Welltower in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Welltower position peaked at $76K in Q3 2018.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.