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Modern Wealth Management’s Welltower WELL Stock Holding History

Modern 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 		$1.51M Buy
6,649
+562
+9% +$119K 0.02% 432
2026
Q1 		$1.21M Sell
6,087
-179
-3% -$35.4K 0.02% 383
2025
Q4 		$1.16M Buy
6,266
+37
+0.6% +$6.91K 0.02% 377
2025
Q3 		$1.11M Sell
6,229
-526
-8% -$86.5K 0.02% 372
2025
Q2 		$1.04M Sell
6,755
-30,297
-82% -$4.53M 0.03% 363
2025
Q1 		$5.68M Sell
37,052
-5,212
-12% -$743K 0.18% 111
2024
Q4 		$5.33M Buy
+42,264
New +$5.55M 0.2% 100

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

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

Modern Wealth Management increased its Welltower (WELL) stake by 9.2% in Q2 2026, buying an estimated $119K and bringing the position to 6,649 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #432.

Modern Wealth Management first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.68M in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Modern Wealth Management held 6,649 shares of Welltower worth $1.51M as of Q2 2026.
  • Modern Wealth Management bought 562 Welltower shares in Q2 2026, an estimated $119K.
  • Welltower made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #432 holding.
  • Modern Wealth Management first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Welltower position peaked at $5.68M in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.