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 Q2	$1.29M	Sell	5,698 -1,300	-19%	-$275K	0.83%	26
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 $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

Morey & Quinn Wealth Partners's WELL Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Welltower (WELL) stake by 19% in Q2 2026, selling an estimated $275K and leaving 5,698 shares worth $1.29M. The position accounts for 0.83% of the portfolio, ranked #26.

Morey & Quinn Wealth Partners first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Morey & Quinn Wealth Partners held 5,698 shares of Welltower worth $1.29M as of Q2 2026.
Morey & Quinn Wealth Partners sold 1,300 Welltower shares in Q2 2026, an estimated $275K.
Welltower made up 0.83% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #26 holding.
Morey & Quinn Wealth Partners first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Welltower position peaked at $1.38M in Q1 2026.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.