Meeder Asset Management
WELL icon

Meeder Asset Management’s Welltower WELL Stock Holding History

Meeder Asset Management’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
Q3 		$108K Sell
470
-13
-3% -$3.07K 0.01% 362
2026
Q2 		$110K Buy
483
+482
+48,200% +$102K 0.01% 359
2026
Q1 		$198 Hold
1
– – ﹤0.01% 848
2025
Q4 		$186 Sell
1
-269
-100% -$50.2K ﹤0.01% 879
2025
Q3 		$48.1K Sell
270
-237
-47% -$39K ﹤0.01% 316
2025
Q2 		$77.9K Buy
507
+300
+145% +$44.8K ﹤0.01% 323
2025
Q1 		$31.7K Sell
207
-97
-32% -$13.8K ﹤0.01% 458
2024
Q4 		$38.3K Sell
304
-8
-3% -$1.05K ﹤0.01% 411
2024
Q3 		$39.9K Buy
312
+29
+10% +$3.38K ﹤0.01% 398
2024
Q2 		$29.5K Buy
+283
New +$27.7K ﹤0.01% 437
2022
Q4 		– Sell
-6,309
Closed -$406K – 2025
2022
Q3 		$406K Sell
6,309
-433
-6% -$33.8K 0.02% 424
2022
Q2 		$555K Buy
6,742
+2,028
+43% +$180K 0.03% 377
2022
Q1 		$453K Buy
+4,714
New +$409K 0.02% 429
2021
Q4 		– Sell
-2,225
Closed -$183K – 2346
2021
Q3 		$183K Buy
2,225
+121
+6% +$10.4K 0.01% 745
2021
Q2 		$175K Sell
2,104
-1,007
-32% -$77.1K 0.01% 765
2021
Q1 		$222K Buy
3,111
+1,614
+108% +$108K 0.01% 700
2020
Q4 		$97K Sell
1,497
-2,955
-66% -$179K 0.02% 426
2020
Q3 		$245K Buy
4,452
+3,654
+458% +$201K 0.02% 558
2020
Q2 		$41K Buy
798
+364
+84% +$17.9K ﹤0.01% 965
2020
Q1 		$20K Buy
+434
New +$32K ﹤0.01% 1256
2019
Q4 		– Sell
-347
Closed -$31K – 2431
2019
Q3 		$31K Buy
347
+69
+25% +$6K ﹤0.01% 1177
2019
Q2 		$23K Buy
+278
New +$21.9K ﹤0.01% 1189
2016
Q3 		– Sell
-9,513
Closed -$725K – 959
2016
Q2 		$725K Buy
9,513
+9,496
+55,859% +$674K 0.07% 299
2016
Q1 		$1K Buy
+17
New +$1.1K ﹤0.01% 825

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Meeder Asset Management's WELL Position: Q3 2026 in Review

Meeder Asset Management reduced its Welltower (WELL) stake by 2.7% in Q3 2026, selling an estimated $3.07K and leaving 470 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #362.

Meeder Asset Management first reported a position in WELL in Q1 2016 and has held it in 24 quarters since. The position peaked at $725K in Q2 2016. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Meeder Asset Management held 470 shares of Welltower worth $108K as of Q3 2026.
  • Meeder Asset Management sold 13 Welltower shares in Q3 2026, an estimated $3.07K.
  • Welltower made up 0.01% of Meeder Asset Management's portfolio in Q3 2026, its #362 holding.
  • Meeder Asset Management first reported a position in Welltower in Q1 2016 and has held it in 24 quarters since.
  • Meeder Asset Management's Welltower position peaked at $725K in Q2 2016.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Meeder Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.