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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
Q3 		$4.28M Buy
18,569
+1,134
+7% +$268K 3.58% 11
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

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 30.35% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morangie Management's WELL Position: Q3 2026 in Review

Morangie Management increased its Welltower (WELL) stake by 6.5% in Q3 2026, buying an estimated $268K and bringing the position to 18,569 shares worth $4.28M. The position accounts for 3.58% of the portfolio, ranked #11.

Morangie Management first reported a position in WELL in Q2 2025 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Morangie Management held 18,569 shares of Welltower worth $4.28M as of Q3 2026.
  • Morangie Management bought 1,134 Welltower shares in Q3 2026, an estimated $268K.
  • Welltower made up 3.58% of Morangie Management's portfolio in Q3 2026, its #11 holding.
  • Morangie Management first reported a position in Welltower in Q2 2025 and has held it in 6 quarters since.
  • 298 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Morangie Management's 13F filing for Q3 2026, filed 15 Oct 2026.