Meeder Advisory Services’s Welltower WELL Stock Holding History

Meeder Advisory Services’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	$3.59M	Buy	18,170 +964	+6%	+$191K	0.15%	95
2025 Q4	$3.19M	Buy	17,206 +2,248	+15%	+$420K	0.14%	107
2025 Q3	$2.66M	Buy	14,958 +1,142	+8%	+$188K	0.12%	122
2025 Q2	$2.12M	Buy	13,816 +284	+2%	+$42.4K	0.11%	143
2025 Q1	$2.07M	Buy	13,532 +1,519	+13%	+$216K	0.12%	135
2024 Q4	$1.51M	Sell	12,013 -348	-3%	-$45.7K	0.09%	166
2024 Q3	$1.58M	Sell	12,361 -143	-1%	-$16.7K	0.1%	161
2024 Q2	$1.3M	Buy	12,504 +3,836	+44%	+$376K	0.09%	179
2024 Q1	$810K	Buy	8,668 +707	+9%	+$64K	0.08%	206
2023 Q4	$718K	Buy	7,961 +829	+12%	+$71.9K	0.08%	204
2023 Q3	$584K	Sell	7,132 -336	-4%	-$27.6K	0.07%	226
2023 Q2	$604K	Buy	7,468 +830	+13%	+$63.9K	0.07%	252
2023 Q1	$476K	Buy	6,638 +1,324	+25%	+$96K	0.05%	278
2022 Q4	$348K	Buy	+5,314	New	+$342K	0.04%	322

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

Meeder Advisory Services's WELL Position: Q1 2026 in Review

Meeder Advisory Services increased its Welltower (WELL) stake by 5.6% in Q1 2026, buying an estimated $191K and bringing the position to 18,170 shares worth $3.59M. The position accounts for 0.15% of the portfolio, ranked #95.

Meeder Advisory Services first reported a position in WELL in Q4 2022 and has held it in 14 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Meeder Advisory Services held 18,170 shares of Welltower worth $3.59M as of Q1 2026.
Meeder Advisory Services bought 964 Welltower shares in Q1 2026, an estimated $191K.
Welltower made up 0.15% of Meeder Advisory Services's portfolio in Q1 2026, its #95 holding.
Meeder Advisory Services first reported a position in Welltower in Q4 2022 and has held it in 14 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.