Moran Wealth Management’s Welltower WELL Stock Holding History

Moran Wealth 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 Q1	$522K	Sell	2,639 -310	-11%	-$61.3K	0.02%	396
2025 Q4	$547K	Sell	2,949 -604	-17%	-$113K	0.02%	395
2025 Q3	$633K	Buy	3,553 +186	+6%	+$30.6K	0.02%	381
2025 Q2	$518K	Buy	3,367 +913	+37%	+$136K	0.02%	410
2025 Q1	$376K	Buy	+2,454	New	+$350K	0.01%	393
2024 Q4	–	Sell	-21,636	Closed	-$2.77M	–	461
2024 Q3	$2.77M	Sell	21,636 -126	-0.6%	-$14.7K	0.09%	236
2024 Q2	$2.27M	Sell	21,762 -836	-4%	-$81.9K	0.07%	245
2024 Q1	$2.11M	Buy	22,598 +3,421	+18%	+$310K	0.07%	255
2023 Q4	$1.73M	Buy	+19,177	New	+$1.66M	0.06%	258
2023 Q3	–	Sell	-47,363	Closed	-$3.83M	–	433
2023 Q2	$3.83M	Buy	47,363 +1,305	+3%	+$101K	0.14%	179
2023 Q1	$3.3M	Buy	+46,058	New	+$3.34M	0.12%	184

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moran Wealth Management's WELL Position: Q1 2026 in Review

Moran Wealth Management reduced its Welltower (WELL) stake by 11% in Q1 2026, selling an estimated $61.3K and leaving 2,639 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #396.

Moran Wealth Management first reported a position in WELL in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.83M in Q2 2023. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Moran Wealth Management held 2,639 shares of Welltower worth $522K as of Q1 2026.
Moran Wealth Management sold 310 Welltower shares in Q1 2026, an estimated $61.3K.
Welltower made up 0.02% of Moran Wealth Management's portfolio in Q1 2026, its #396 holding.
Moran Wealth Management first reported a position in Welltower in Q1 2023 and has held it in 11 quarters since.
Moran Wealth Management's Welltower position peaked at $3.83M in Q2 2023.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.