Millstone Evans Group’s Welltower WELL Stock Holding History

Millstone Evans Group’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	$7.72K	Buy	34 +11	+48%	+$2.33K	﹤0.01%	622
2026 Q1	$4.55K	Hold	23	–	–	﹤0.01%	663
2025 Q4	$4.27K	Hold	23	–	–	﹤0.01%	671
2025 Q3	$4.1K	Hold	23	–	–	﹤0.01%	654
2025 Q2	$3.54K	Hold	23	–	–	﹤0.01%	620
2025 Q1	$3.52K	Hold	23	–	–	﹤0.01%	649
2024 Q4	$2.9K	Buy	+23	New	+$3.02K	﹤0.01%	619

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millstone Evans Group's WELL Position: Q2 2026 in Review

Millstone Evans Group increased its Welltower (WELL) stake by 48% in Q2 2026, buying an estimated $2.33K and bringing the position to 34 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Millstone Evans Group first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,342 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Millstone Evans Group held 34 shares of Welltower worth $7.72K as of Q2 2026.
Millstone Evans Group bought 11 Welltower shares in Q2 2026, an estimated $2.33K.
Welltower made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #622 holding.
Millstone Evans Group first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
1,342 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.