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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moors & Cabot's WELL Position: Q1 2026 in Review

Moors & Cabot increased its Welltower (WELL) stake by 2.5% in Q1 2026, buying an estimated $14.8K and bringing the position to 3,123 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #492.

Moors & Cabot first reported a position in WELL in Q2 2014 and has held it in 43 quarters since. The position peaked at $643K in Q3 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Moors & Cabot held 3,123 shares of Welltower worth $617K as of Q1 2026.
  • Moors & Cabot bought 75 Welltower shares in Q1 2026, an estimated $14.8K.
  • Welltower made up 0.03% of Moors & Cabot's portfolio in Q1 2026, its #492 holding.
  • Moors & Cabot first reported a position in Welltower in Q2 2014 and has held it in 43 quarters since.
  • Moors & Cabot's Welltower position peaked at $643K in Q3 2025.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.