Moneta Group Investment Advisors’s Welltower WELL Stock Holding History

Moneta Group Investment Advisors’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	$322K	Buy	1,419 +320	+29%	+$67.7K	﹤0.01%	672
2026 Q1	$217K	Buy	+1,099	New	+$217K	﹤0.01%	740
2024 Q4	–	Sell	-1,776	Closed	-$227K	–	697
2024 Q3	$227K	Buy	+1,776	New	+$207K	﹤0.01%	593
2020 Q1	–	Sell	-770	Closed	-$63K	–	296
2019 Q4	$63K	Buy	770 +428	+125%	+$36.6K	0.01%	259
2019 Q3	$31K	Buy	+342	New	+$29.8K	﹤0.01%	266
2018 Q1	–	Sell	-6	Closed	–	–	728
2017 Q4	$0	Buy	+6	New	+$403	﹤0.01%	558
2015 Q4	–	Sell	-175	Closed	-$12K	–	420
2015 Q3	$12K	Buy	+175	New	+$11.7K	﹤0.01%	400

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

Moneta Group Investment Advisors's WELL Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Welltower (WELL) stake by 29% in Q2 2026, buying an estimated $67.7K and bringing the position to 1,419 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Moneta Group Investment Advisors first reported a position in WELL in Q3 2015 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Moneta Group Investment Advisors held 1,419 shares of Welltower worth $322K as of Q2 2026.
Moneta Group Investment Advisors bought 320 Welltower shares in Q2 2026, an estimated $67.7K.
Welltower made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #672 holding.
Moneta Group Investment Advisors first reported a position in Welltower in Q3 2015 and has held it in 7 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.