Moran Wealth Management
WELL icon

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
Q3 		$743K Buy
3,226
+85
+3% +$20.1K 0.02% 393
2026
Q2 		$713K Buy
3,141
+502
+19% +$106K 0.02% 406
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

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Moran Wealth Management's WELL Position: Q3 2026 in Review

Moran Wealth Management increased its Welltower (WELL) stake by 2.7% in Q3 2026, buying an estimated $20.1K and bringing the position to 3,226 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #393.

Moran Wealth Management first reported a position in WELL in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.83M in Q2 2023. 377 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Moran Wealth Management held 3,226 shares of Welltower worth $743K as of Q3 2026.
  • Moran Wealth Management bought 85 Welltower shares in Q3 2026, an estimated $20.1K.
  • Welltower made up 0.02% of Moran Wealth Management's portfolio in Q3 2026, its #393 holding.
  • Moran Wealth Management first reported a position in Welltower in Q1 2023 and has held it in 13 quarters since.
  • Moran Wealth Management's Welltower position peaked at $3.83M in Q2 2023.
  • 377 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.