Morey & Quinn Wealth Partners’s Welltower WELL Stock Holding History

Morey & Quinn Wealth Partners’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	$1.38M	Hold	6,998	–	–	0.98%	21
2025 Q4	$1.3M	Hold	6,998	–	–	0.93%	24
2025 Q3	$1.25M	Sell	6,998 -21	-0.3%	-$3.45K	0.92%	26
2025 Q2	$1.08M	Sell	7,019 -777	-10%	-$116K	0.86%	28
2025 Q1	$1.19M	Buy	7,796 +165	+2%	+$23.5K	0.99%	24
2024 Q4	$962K	Buy	+7,631	New	+$1M	0.82%	28

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

Morey & Quinn Wealth Partners's WELL Position: Q1 2026 in Review

Morey & Quinn Wealth Partners held its Welltower (WELL) position steady in Q1 2026 at 6,998 shares worth $1.38M. The position accounts for 0.98% of the portfolio, ranked #21.

Morey & Quinn Wealth Partners first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Morey & Quinn Wealth Partners held 6,998 shares of Welltower worth $1.38M as of Q1 2026.
Morey & Quinn Wealth Partners left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.98% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #21 holding.
Morey & Quinn Wealth Partners first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.