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 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 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

Meeder Asset Management's WELL Position: Q2 2026 in Review

Meeder Asset Management increased its Welltower (WELL) stake by 48,200% in Q2 2026, buying an estimated $102K and bringing the position to 483 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #359.

Meeder Asset Management first reported a position in WELL in Q1 2016 and has held it in 23 quarters since. The position peaked at $725K in Q2 2016. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Meeder Asset Management held 483 shares of Welltower worth $110K as of Q2 2026.
Meeder Asset Management bought 482 Welltower shares in Q2 2026, an estimated $102K.
Welltower made up 0.01% of Meeder Asset Management's portfolio in Q2 2026, its #359 holding.
Meeder Asset Management first reported a position in Welltower in Q1 2016 and has held it in 23 quarters since.
Meeder Asset Management's Welltower position peaked at $725K in Q2 2016.
1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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