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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WELL Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo opened a new position in Welltower (WELL) in Q2 2026: 113 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: Moisand Fitzgerald Tamayo previously reported a position in WELL as recently as Q3 2025.

Moisand Fitzgerald Tamayo first reported a position in WELL in Q3 2022 and has held it in 14 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Moisand Fitzgerald Tamayo held 113 shares of Welltower worth $25.6K as of Q2 2026.
Welltower was a new Moisand Fitzgerald Tamayo position in Q2 2026.
Welltower made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #263 holding.
Moisand Fitzgerald Tamayo first reported a position in Welltower in Q3 2022 and has held it in 14 quarters since.
1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.