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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Middleton & Co's WELL Position: Q1 2026 in Review

Middleton & Co reduced its Welltower (WELL) stake by 12% in Q1 2026, selling an estimated $39.5K and leaving 1,500 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #139.

Middleton & Co first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. The position peaked at $316K in Q4 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Middleton & Co held 1,500 shares of Welltower worth $297K as of Q1 2026.
  • Middleton & Co sold 200 Welltower shares in Q1 2026, an estimated $39.5K.
  • Welltower made up 0.03% of Middleton & Co's portfolio in Q1 2026, its #139 holding.
  • Middleton & Co first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • Middleton & Co's Welltower position peaked at $316K in Q4 2025.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.