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Middleton & Co’s Welltower WELL Stock Holding History

Middleton & Co’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 		$340K Hold
1,500
– – 0.04% 136
2026
Q1 		$297K Sell
1,500
-200
-12% -$39.5K 0.03% 139
2025
Q4 		$316K Hold
1,700
– – 0.03% 137
2025
Q3 		$303K Hold
1,700
– – 0.03% 139
2025
Q2 		$261K Hold
1,700
– – 0.03% 141
2025
Q1 		$260K Hold
1,700
– – 0.03% 140
2024
Q4 		$214K Hold
1,700
– – 0.02% 152
2024
Q3 		$218K Buy
+1,700
New +$198K 0.02% 162

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

Middleton & Co's WELL Position: Q2 2026 in Review

Middleton & Co held its Welltower (WELL) position steady in Q2 2026 at 1,500 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #136.

Middleton & Co first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Middleton & Co held 1,500 shares of Welltower worth $340K as of Q2 2026.
  • Middleton & Co left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.04% of Middleton & Co's portfolio in Q2 2026, its #136 holding.
  • Middleton & Co first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.