MGO One Seven’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.17M | Buy |
9,549
+591
| +7% | +$125K | 0.04% | 469 |
|
|
2026
Q1 | $1.77M | Buy |
8,958
+669
| +8% | +$132K | 0.04% | 487 |
|
|
2025
Q4 | $1.54M | Sell |
8,289
-1,285
| -13% | -$240K | 0.03% | 512 |
|
|
2025
Q3 | $1.71M | Buy |
9,574
+1,842
| +24% | +$303K | 0.04% | 440 |
|
|
2025
Q2 | $1.19M | Buy |
7,732
+222
| +3% | +$33.2K | 0.04% | 466 |
|
|
2025
Q1 | $1.15M | Buy |
7,510
+177
| +2% | +$25.2K | 0.04% | 402 |
|
|
2024
Q4 | $924K | Buy |
7,333
+100
| +1% | +$13.1K | 0.04% | 454 |
|
|
2024
Q3 | $926K | Sell |
7,233
-27
| -0.4% | -$3.15K | 0.04% | 422 |
|
|
2024
Q2 | $757K | Sell |
7,260
-251
| -3% | -$24.6K | 0.04% | 442 |
|
|
2024
Q1 | $702K | Sell |
7,511
-163
| -2% | -$14.8K | 0.04% | 435 |
|
|
2023
Q4 | $692K | Buy |
7,674
+3,180
| +71% | +$276K | 0.04% | 422 |
|
|
2023
Q3 | $368K | Buy |
4,494
+453
| +11% | +$37.3K | 0.03% | 543 |
|
|
2023
Q2 | $327K | Sell |
4,041
-1,070
| -21% | -$82.4K | 0.03% | 565 |
|
|
2023
Q1 | $366K | Buy |
5,111
+729
| +17% | +$52.9K | 0.02% | 590 |
|
|
2022
Q4 | $287K | Buy |
4,382
+443
| +11% | +$28.5K | 0.03% | 563 |
|
|
2022
Q3 | $253K | Sell |
3,939
-182
| -4% | -$14.2K | 0.01% | 590 |
|
|
2022
Q2 | $339K | Buy |
4,121
+89
| +2% | +$7.92K | 0.05% | 426 |
|
|
2022
Q1 | $388K | Sell |
4,032
-10,813
| -73% | -$939K | 0.04% | 436 |
|
|
2021
Q4 | $1.27M | Buy |
14,845
+1,048
| +8% | +$87.4K | 0.13% | 182 |
|
|
2021
Q3 | $1.11M | Sell |
13,797
-2,532
| -16% | -$218K | 0.14% | 184 |
|
|
2021
Q2 | $1.36M | Hold |
16,329
| – | – | 0.19% | 141 |
|
|
2021
Q1 | $1.17M | Buy |
16,329
+58
| +0.4% | +$3.9K | 0.2% | 125 |
|
|
2020
Q4 | $1.05M | Sell |
16,271
-2,912
| -15% | -$177K | 0.22% | 119 |
|
|
2020
Q3 | $1.06M | Sell |
19,183
-1,118
| -6% | -$61.4K | 0.25% | 96 |
|
|
2020
Q2 | $1.05M | Sell |
20,301
-674
| -3% | -$33.1K | 0.27% | 96 |
|
|
2020
Q1 | $960K | Sell |
20,975
-1,133
| -5% | -$83.6K | 0.33% | 81 |
|
|
2019
Q4 | $1.81M | Sell |
22,108
-1,526
| -6% | -$131K | 0.47% | 52 |
|
|
2019
Q3 | $2.14M | Buy |
23,634
+15
| +0.1% | +$1.3K | 0.62% | 36 |
|
|
2019
Q2 | $1.93M | Buy |
23,619
+575
| +2% | +$45.2K | 0.62% | 34 |
|
|
2019
Q1 | $1.79M | Buy |
23,044
+10,439
| +83% | +$783K | 0.58% | 37 |
|
|
2018
Q4 | $874K | Sell |
12,605
-624
| -5% | -$42.5K | 0.37% | 57 |
|
|
2018
Q3 | $850K | Buy |
+13,229
| New | +$854K | 0.4% | 63 |
|
|
2018
Q1 | $652K | Buy |
11,971
+70
| +0.6% | +$3.95K | 0.3% | 87 |
|
|
2017
Q4 | $759K | Buy |
+11,901
| New | +$799K | 0.35% | 74 |
|
Other funds holding WELL
MGO One Seven's WELL Position: Q2 2026 in Review
MGO One Seven increased its Welltower (WELL) stake by 6.6% in Q2 2026, buying an estimated $125K and bringing the position to 9,549 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #469.
MGO One Seven first reported a position in WELL in Q4 2017 and has held it in 34 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- MGO One Seven held 9,549 shares of Welltower worth $2.17M as of Q2 2026.
- MGO One Seven bought 591 Welltower shares in Q2 2026, an estimated $125K.
- Welltower made up 0.04% of MGO One Seven's portfolio in Q2 2026, its #469 holding.
- MGO One Seven first reported a position in Welltower in Q4 2017 and has held it in 34 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.