MWM
WELL icon

Modera Wealth Management’s Welltower WELL Stock Holding History

Modera Wealth Management’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 		$496K Buy
2,183
+20
+0.9% +$4.23K 0.01% 459
2026
Q1 		$428K Buy
2,163
+326
+18% +$64.4K 0.01% 463
2025
Q4 		$341K Buy
1,837
+30
+2% +$5.6K ﹤0.01% 523
2025
Q3 		$322K Buy
1,807
+60
+3% +$9.86K ﹤0.01% 527
2025
Q2 		$268K Sell
1,747
-404
-19% -$60.4K ﹤0.01% 556
2025
Q1 		$329K Sell
2,151
-94
-4% -$13.4K ﹤0.01% 499
2024
Q4 		$283K Buy
2,245
+500
+29% +$65.6K ﹤0.01% 525
2024
Q3 		$223K Buy
+1,745
New +$204K ﹤0.01% 558

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Modera Wealth Management's WELL Position: Q2 2026 in Review

Modera Wealth Management increased its Welltower (WELL) stake by 0.92% in Q2 2026, buying an estimated $4.23K and bringing the position to 2,183 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #459.

Modera Wealth Management first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Modera Wealth Management held 2,183 shares of Welltower worth $496K as of Q2 2026.
  • Modera Wealth Management bought 20 Welltower shares in Q2 2026, an estimated $4.23K.
  • Welltower made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Modera Wealth Management first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.