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 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Monument Capital Management's WELL Position: Q2 2026 in Review

Monument Capital Management reduced its Welltower (WELL) stake by 1.5% in Q2 2026, selling an estimated $6.76K and leaving 2,077 shares worth $471K. The position accounts for 0.09% of the portfolio, ranked #174.

Monument Capital Management first reported a position in WELL in Q3 2023 and has held it in 12 quarters since. The position peaked at $528K in Q1 2025. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Monument Capital Management held 2,077 shares of Welltower worth $471K as of Q2 2026.
Monument Capital Management sold 32 Welltower shares in Q2 2026, an estimated $6.76K.
Welltower made up 0.09% of Monument Capital Management's portfolio in Q2 2026, its #174 holding.
Monument Capital Management first reported a position in Welltower in Q3 2023 and has held it in 12 quarters since.
Monument Capital Management's Welltower position peaked at $528K in Q1 2025.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.