MFT
WELL icon

Moisand Fitzgerald Tamayo’s Welltower WELL Stock Holding History

Moisand Fitzgerald Tamayo’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 		$25.6K Buy
+113
New +$23.9K ﹤0.01% 263
2025
Q4 		– Sell
-22
Closed -$3.92K – 581
2025
Q3 		$3.92K Hold
22
– – ﹤0.01% 453
2025
Q2 		$3.38K Hold
22
– – ﹤0.01% 454
2025
Q1 		$3.37K Hold
22
– – ﹤0.01% 447
2024
Q4 		$2.77K Hold
22
– – ﹤0.01% 484
2024
Q3 		$2.82K Hold
22
– – ﹤0.01% 495
2024
Q2 		$2.29K Hold
22
– – ﹤0.01% 485
2024
Q1 		$2.06K Hold
22
– – ﹤0.01% 489
2023
Q4 		$1.98K Sell
22
-15
-41% -$1.3K ﹤0.01% 540
2023
Q3 		$3.03K Hold
37
– – ﹤0.01% 495
2023
Q2 		$2.99K Hold
37
– – ﹤0.01% 473
2023
Q1 		$2.65K Hold
37
– – ﹤0.01% 503
2022
Q4 		$2.42K Buy
37
+15
+68% +$964 ﹤0.01% 520
2022
Q3 		$1K Buy
+22
New +$1.72K ﹤0.01% 666

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return