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Morse Asset Management’s Welltower WELL Stock Holding History

Morse Asset 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 		$47.9K Hold
211
– – 0.01% 250
2026
Q1 		$41.7K Hold
211
– – 0.01% 244
2025
Q4 		$39.2K Buy
211
+76
+56% +$14.2K 0.01% 242
2025
Q3 		$24K Buy
135
+10
+8% +$1.64K ﹤0.01% 228
2025
Q2 		$19.2K Sell
125
-5,400
-98% -$807K ﹤0.01% 231
2025
Q1 		$846K Buy
5,525
+5,475
+10,950% +$780K 0.21% 87
2024
Q4 		$6.3K Hold
50
– – ﹤0.01% 265
2024
Q3 		$6.4K Buy
+50
New +$5.83K ﹤0.01% 279

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morse Asset Management's WELL Position: Q2 2026 in Review

Morse Asset Management held its Welltower (WELL) position steady in Q2 2026 at 211 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #250.

Morse Asset Management first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $846K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Morse Asset Management held 211 shares of Welltower worth $47.9K as of Q2 2026.
  • Morse Asset Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.01% of Morse Asset Management's portfolio in Q2 2026, its #250 holding.
  • Morse Asset Management first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • Morse Asset Management's Welltower position peaked at $846K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.