Monetary Management Group’s Welltower WELL Stock Holding History

Monetary Management Group’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	$1.07M	Sell	4,725 -200	-4%	-$42.3K	0.22%	90
2026 Q1	$974K	Sell	4,925 -425	-8%	-$84K	0.23%	93
2025 Q4	$993K	Sell	5,350 -250	-4%	-$46.7K	0.23%	88
2025 Q3	$998K	Hold	5,600	–	–	0.23%	91
2025 Q2	$861K	Hold	5,600	–	–	0.21%	103
2025 Q1	$858K	Sell	5,600 -750	-12%	-$107K	0.23%	98
2024 Q4	$800K	Sell	6,350 -250	-4%	-$32.8K	0.21%	98
2024 Q3	$845K	Sell	6,600 -625	-9%	-$72.9K	0.22%	97
2024 Q2	$753K	Hold	7,225	–	–	0.2%	102
2024 Q1	$675K	Sell	7,225 -350	-5%	-$31.7K	0.19%	114
2023 Q4	$683K	Hold	7,575	–	–	0.21%	105
2023 Q3	$621K	Hold	7,575	–	–	0.21%	109
2023 Q2	$613K	Hold	7,575	–	–	0.19%	113
2023 Q1	$543K	Sell	7,575 -500	-6%	-$36.3K	0.16%	126
2022 Q4	$529K	Hold	8,075	–	–	0.17%	123
2022 Q3	$519K	Hold	8,075	–	–	0.17%	118
2022 Q2	$665K	Hold	8,075	–	–	0.21%	102
2022 Q1	$776K	Hold	8,075	–	–	0.21%	97
2021 Q4	$693K	Hold	8,075	–	–	0.17%	106
2021 Q3	$665K	Buy	8,075 +1,900	+31%	+$163K	0.18%	102
2021 Q2	$513K	Hold	6,175	–	–	0.15%	115
2021 Q1	$442K	Buy	6,175 +125	+2%	+$8.39K	0.14%	122
2020 Q4	$391K	Sell	6,050 -250	-4%	-$15.2K	0.13%	128
2020 Q3	$347K	Buy	6,300 +600	+11%	+$32.9K	0.12%	123
2020 Q2	$295K	Sell	5,700 -725	-11%	-$35.6K	0.11%	121
2020 Q1	$294K	Hold	6,425	–	–	0.13%	111
2019 Q4	$525K	Hold	6,425	–	–	0.19%	113
2019 Q3	$582K	Buy	6,425 +950	+17%	+$82.7K	0.22%	101
2019 Q2	$446K	Hold	5,475	–	–	0.17%	117
2019 Q1	$425K	Sell	5,475 -1,000	-15%	-$75K	0.17%	116
2018 Q4	$449K	Sell	6,475 -500	-7%	-$34K	0.2%	101
2018 Q3	$449K	Sell	6,975 -11,800	-63%	-$762K	0.17%	109
2018 Q2	$1.18M	Buy	18,775 +15,250	+433%	+$850K	0.48%	61
2018 Q1	$192K	Sell	3,525 -2,000	-36%	-$113K	0.08%	146
2017 Q4	$352K	Sell	5,525 -625	-10%	-$41.9K	0.14%	119
2017 Q3	$432K	Sell	6,150 -14,750	-71%	-$1.07M	0.18%	106
2017 Q2	$1.56M	Hold	20,900	–	–	0.64%	52
2017 Q1	$1.48M	Buy	20,900 +15,300	+273%	+$1.03M	0.64%	52
2016 Q4	$375K	Sell	5,600 -7,350	-57%	-$487K	0.17%	110
2016 Q3	$968K	Hold	12,950	–	–	0.45%	65
2016 Q2	$986K	Sell	12,950 -1,150	-8%	-$81.7K	0.46%	66
2016 Q1	$978K	Sell	14,100 -2,250	-14%	-$145K	0.48%	65
2015 Q4	$1.11M	Buy	16,350 +6,865	+72%	+$448K	0.53%	61
2015 Q3	$642K	Buy	9,485 +3,250	+52%	+$217K	0.32%	78
2015 Q2	$409K	Sell	6,235 -7,475	-55%	-$536K	0.18%	106
2015 Q1	$1.06M	Buy	13,710 +5,550	+68%	+$437K	0.47%	66
2014 Q4	$617K	Buy	8,160 +6,460	+380%	+$461K	0.27%	91
2014 Q3	$106K	Buy	1,700 +1,500	+750%	+$96.7K	0.05%	200
2014 Q2	$13K	Buy	+200	New	+$12.6K	0.01%	338

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

Monetary Management Group's WELL Position: Q2 2026 in Review

Monetary Management Group reduced its Welltower (WELL) stake by 4.1% in Q2 2026, selling an estimated $42.3K and leaving 4,725 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #90.

Monetary Management Group first reported a position in WELL in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.56M in Q2 2017. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Monetary Management Group held 4,725 shares of Welltower worth $1.07M as of Q2 2026.
Monetary Management Group sold 200 Welltower shares in Q2 2026, an estimated $42.3K.
Welltower made up 0.22% of Monetary Management Group's portfolio in Q2 2026, its #90 holding.
Monetary Management Group first reported a position in Welltower in Q2 2014 and has held it in 49 quarters since.
Monetary Management Group's Welltower position peaked at $1.56M in Q2 2017.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.