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MJT & Associates Financial Advisory’s Welltower WELL Stock Holding History

MJT & Associates Financial Advisory’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 		$31.5K Hold
139
– – 0.02% 100
2026
Q1 		$27.5K Buy
139
+25
+22% +$4.94K 0.02% 101
2025
Q4 		$21.2K Hold
114
– – 0.02% 120
2025
Q3 		$20.3K Hold
114
– – 0.02% 123
2025
Q2 		$17.5K Buy
114
+77
+208% +$11.5K 0.02% 158
2025
Q1 		$5.67K Buy
+37
New +$5.27K 0.01% 288

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MJT & Associates Financial Advisory's WELL Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Welltower (WELL) position steady in Q2 2026 at 139 shares worth $31.5K. The position accounts for 0.02% of the portfolio, ranked #100.

MJT & Associates Financial Advisory first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • MJT & Associates Financial Advisory held 139 shares of Welltower worth $31.5K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #100 holding.
  • MJT & Associates Financial Advisory first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 330 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.