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Mesirow Financial Investment Management’s Welltower WELL Stock Holding History

Mesirow Financial Investment 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 		$561K Sell
2,470
-563
-19% -$119K 0.01% 353
2026
Q1 		$600K Sell
3,033
-407
-12% -$80.4K 0.01% 329
2025
Q4 		$639K Sell
3,440
-85
-2% -$15.9K 0.01% 293
2025
Q3 		$628K Sell
3,525
-492
-12% -$80.9K 0.01% 340
2025
Q2 		$618K Sell
4,017
-4,535
-53% -$678K 0.01% 326
2025
Q1 		$1.31M Buy
8,552
+4,256
+99% +$606K 0.03% 236
2024
Q4 		$541K Sell
4,296
-4,290
-50% -$563K 0.01% 337
2024
Q3 		$1.1M Buy
8,586
+4,297
+100% +$501K 0.02% 258
2024
Q2 		$447K Buy
4,289
+3
+0.1% +$294 0.01% 349
2024
Q1 		$400K Sell
4,286
-1,186
-22% -$107K 0.01% 380
2023
Q4 		$493K Buy
+5,472
New +$475K 0.02% 307

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 $3.37T AUM 44.26% 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

Mesirow Financial Investment Management's WELL Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Welltower (WELL) stake by 19% in Q2 2026, selling an estimated $119K and leaving 2,470 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #353.

Mesirow Financial Investment Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mesirow Financial Investment Management held 2,470 shares of Welltower worth $561K as of Q2 2026.
  • Mesirow Financial Investment Management sold 563 Welltower shares in Q2 2026, an estimated $119K.
  • Welltower made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #353 holding.
  • Mesirow Financial Investment Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Welltower position peaked at $1.31M in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.