Monument Capital Management
WELL icon

Monument Capital Management’s Welltower WELL Stock Holding History

Monument Capital Management’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
Q3 		$471K Sell
2,044
-33
-2% -$7.8K 0.1% 159
2026
Q2 		$471K Sell
2,077
-32
-2% -$6.76K 0.09% 174
2026
Q1 		$417K Sell
2,109
-109
-5% -$21.5K 0.1% 148
2025
Q4 		$412K Sell
2,218
-701
-24% -$131K 0.1% 150
2025
Q3 		$520K Sell
2,919
-347
-11% -$57K 0.13% 131
2025
Q2 		$502K Sell
3,266
-181
-5% -$27K 0.13% 126
2025
Q1 		$528K Sell
3,447
-474
-12% -$67.5K 0.16% 113
2024
Q4 		$494K Sell
3,921
-124
-3% -$16.3K 0.14% 112
2024
Q3 		$518K Sell
4,045
-366
-8% -$42.7K 0.14% 113
2024
Q2 		$460K Sell
4,411
-260
-6% -$25.5K 0.14% 112
2024
Q1 		$436K Sell
4,671
-201
-4% -$18.2K 0.13% 126
2023
Q4 		$439K Sell
4,872
-264
-5% -$22.9K 0.14% 125
2023
Q3 		$421K Buy
+5,136
New +$422K 0.14% 113

Other funds holding WELL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Monument Capital Management's WELL Position: Q3 2026 in Review

Monument Capital Management reduced its Welltower (WELL) stake by 1.6% in Q3 2026, selling an estimated $7.8K and leaving 2,044 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #159.

Monument Capital Management first reported a position in WELL in Q3 2023 and has held it in 13 quarters since. The position peaked at $528K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Monument Capital Management held 2,044 shares of Welltower worth $471K as of Q3 2026.
  • Monument Capital Management sold 33 Welltower shares in Q3 2026, an estimated $7.8K.
  • Welltower made up 0.1% of Monument Capital Management's portfolio in Q3 2026, its #159 holding.
  • Monument Capital Management first reported a position in Welltower in Q3 2023 and has held it in 13 quarters since.
  • Monument Capital Management's Welltower position peaked at $528K in Q1 2025.
  • 1,298 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.