MAS
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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
Q2 		$4.07M Sell
17,952
-218
-1% -$46.1K 0.15% 90
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Meeder Advisory Services's WELL Position: Q2 2026 in Review

Meeder Advisory Services reduced its Welltower (WELL) stake by 1.2% in Q2 2026, selling an estimated $46.1K and leaving 17,952 shares worth $4.07M. The position accounts for 0.15% of the portfolio, ranked #90.

Meeder Advisory Services first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Meeder Advisory Services held 17,952 shares of Welltower worth $4.07M as of Q2 2026.
  • Meeder Advisory Services sold 218 Welltower shares in Q2 2026, an estimated $46.1K.
  • Welltower made up 0.15% of Meeder Advisory Services's portfolio in Q2 2026, its #90 holding.
  • Meeder Advisory Services first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.