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Money Concepts Capital’s Welltower WELL Stock Holding History

Money Concepts Capital’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 		$629K Buy
+2,770
New +$586K 0.03% 384
2023
Q1 		– Sell
-8,306
Closed -$544K – 2894
2022
Q4 		$544K Buy
8,306
+7,258
+693% +$467K 0.02% 411
2022
Q3 		$67K Sell
1,048
-93
-8% -$7.27K ﹤0.01% 657
2022
Q2 		$95K Sell
1,141
-6,039
-84% -$537K 0.01% 575
2022
Q1 		$690K Buy
+7,180
New +$624K 0.04% 364

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 $3.38T AUM 44.17% 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

Money Concepts Capital's WELL Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Welltower (WELL) in Q2 2026: 2,770 shares worth $629K. The stake represents 0.03% of the portfolio and ranks #384 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in WELL as recently as Q4 2022.

Money Concepts Capital first reported a position in WELL in Q1 2022 and has held it in 5 quarters since. The position peaked at $690K in Q1 2022. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Money Concepts Capital held 2,770 shares of Welltower worth $629K as of Q2 2026.
  • Welltower was a new Money Concepts Capital position in Q2 2026.
  • Welltower made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #384 holding.
  • Money Concepts Capital first reported a position in Welltower in Q1 2022 and has held it in 5 quarters since.
  • Money Concepts Capital's Welltower position peaked at $690K in Q1 2022.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.