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Morton Brown Family Wealth’s Welltower WELL Stock Holding History

Morton Brown Family Wealth’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 		$1.14K Buy
+5
New +$1.06K ﹤0.01% 298
2022
Q3 		– Sell
-12
Closed -$1K – 339
2022
Q2 		$1K Buy
+12
New +$1.07K ﹤0.01% 257

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's WELL Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Welltower (WELL) in Q2 2026: 5 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in WELL as recently as Q2 2022.

Morton Brown Family Wealth first reported a position in WELL in Q2 2022 and has held it in 2 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Morton Brown Family Wealth held 5 shares of Welltower worth $1.14K as of Q2 2026.
  • Welltower was a new Morton Brown Family Wealth position in Q2 2026.
  • Welltower made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #298 holding.
  • Morton Brown Family Wealth first reported a position in Welltower in Q2 2022 and has held it in 2 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.