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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moran Wealth Management's WELL Position: Q2 2026 in Review

Moran Wealth Management increased its Welltower (WELL) stake by 19% in Q2 2026, buying an estimated $106K and bringing the position to 3,141 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #406.

Moran Wealth Management first reported a position in WELL in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q2 2023. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Moran Wealth Management held 3,141 shares of Welltower worth $713K as of Q2 2026.
Moran Wealth Management bought 502 Welltower shares in Q2 2026, an estimated $106K.
Welltower made up 0.02% of Moran Wealth Management's portfolio in Q2 2026, its #406 holding.
Moran Wealth Management first reported a position in Welltower in Q1 2023 and has held it in 12 quarters since.
Moran Wealth Management's Welltower position peaked at $3.83M in Q2 2023.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.