Morangie Management’s Welltower WELL Stock Holding History

Morangie 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	$3.96M	Buy	17,435 +284	+2%	+$60K	3.29%	11
2026 Q1	$3.39M	Buy	17,151 +6,655	+63%	+$1.32M	3.12%	11
2025 Q4	$1.95M	Buy	10,496 +3,663	+54%	+$684K	1.55%	18
2025 Q3	$1.22M	Buy	6,833 +1,816	+36%	+$298K	1.05%	20
2025 Q2	$771K	Buy	+5,017	New	+$750K	0.67%	24

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Morangie Management's WELL Position: Q2 2026 in Review

Morangie Management increased its Welltower (WELL) stake by 1.7% in Q2 2026, buying an estimated $60K and bringing the position to 17,435 shares worth $3.96M. The position accounts for 3.29% of the portfolio, ranked #11.

Morangie Management first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Morangie Management held 17,435 shares of Welltower worth $3.96M as of Q2 2026.
Morangie Management bought 284 Welltower shares in Q2 2026, an estimated $60K.
Welltower made up 3.29% of Morangie Management's portfolio in Q2 2026, its #11 holding.
Morangie Management first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Morangie Management's 13F filing for Q2 2026, filed 16 Jul 2026.