Middleton & Co
WELL icon

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
Q3 		$345K Hold
1,500
– – 0.04% 134
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Middleton & Co's WELL Position: Q3 2026 in Review

Middleton & Co held its Welltower (WELL) position steady in Q3 2026 at 1,500 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #134.

Middleton & Co first reported a position in WELL in Q3 2024 and has held it in 9 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Middleton & Co held 1,500 shares of Welltower worth $345K as of Q3 2026.
  • Middleton & Co left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.04% of Middleton & Co's portfolio in Q3 2026, its #134 holding.
  • Middleton & Co first reported a position in Welltower in Q3 2024 and has held it in 9 quarters since.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.