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Moors & Cabot’s Welltower WELL Stock Holding History

Moors & Cabot’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
2023
Q4 		– Sell
-100
Closed -$1.35K – 895
2023
Q3 		$1.35K Buy
+100
New +$8.22K ﹤0.01% 827
2023
Q2 		– Hold
0
– – – 840

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 $3.37T AUM 44.26% 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

Moors & Cabot's WELL Position: Q2 2026 in Review

Moors & Cabot reduced its Welltower (WELL) stake by 11% in Q2 2026, selling an estimated $74K and leaving 2,773 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #504.

Moors & Cabot first reported a position in WELL in Q2 2014 and has held it in 44 quarters since. The position peaked at $643K in Q3 2025. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Moors & Cabot held 2,773 shares of Welltower worth $629K as of Q2 2026.
  • Moors & Cabot sold 350 Welltower shares in Q2 2026, an estimated $74K.
  • Welltower made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #504 holding.
  • Moors & Cabot first reported a position in Welltower in Q2 2014 and has held it in 44 quarters since.
  • Moors & Cabot's Welltower position peaked at $643K in Q3 2025.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.