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Miracle Mile Advisors’s Welltower WELL Stock Holding History

Miracle Mile Advisors’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 		$768K Buy
3,385
+265
+8% +$56K 0.01% 508
2026
Q1 		$617K Buy
3,120
+610
+24% +$121K 0.01% 534
2025
Q4 		$466K Buy
2,510
+186
+8% +$34.7K 0.01% 588
2025
Q3 		$414K Buy
2,324
+454
+24% +$74.6K 0.01% 601
2025
Q2 		$287K Buy
+1,870
New +$279K ﹤0.01% 593
2020
Q3 		– Sell
-6,249
Closed -$323K – 405
2020
Q2 		$323K Sell
6,249
-6,298
-50% -$310K 0.03% 256
2020
Q1 		$574K Buy
+12,547
New +$926K 0.06% 171

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

Miracle Mile Advisors's WELL Position: Q2 2026 in Review

Miracle Mile Advisors increased its Welltower (WELL) stake by 8.5% in Q2 2026, buying an estimated $56K and bringing the position to 3,385 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #508.

Miracle Mile Advisors first reported a position in WELL in Q1 2020 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Miracle Mile Advisors held 3,385 shares of Welltower worth $768K as of Q2 2026.
  • Miracle Mile Advisors bought 265 Welltower shares in Q2 2026, an estimated $56K.
  • Welltower made up 0.01% of Miracle Mile Advisors's portfolio in Q2 2026, its #508 holding.
  • Miracle Mile Advisors first reported a position in Welltower in Q1 2020 and has held it in 7 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.