Mosaic Family Wealth Partners’s Welltower WELL Stock Holding History

Mosaic Family 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	$1.34M	Buy	5,904 +2,790	+90%	+$590K	0.09%	181
2026 Q1	$616K	Hold	3,114	–	–	0.06%	156
2025 Q4	$578K	Sell	3,114 -3	-0.1%	-$560	0.06%	141
2025 Q3	$549K	Buy	3,117 +17	+0.5%	+$2.79K	0.06%	134
2025 Q2	$477K	Buy	3,100 +600	+24%	+$89.7K	0.06%	137
2025 Q1	$383K	Hold	2,500	–	–	0.05%	148
2024 Q4	$315K	Hold	2,500	–	–	0.05%	163
2024 Q3	$320K	Sell	2,500 -30	-1%	-$3.5K	0.05%	160
2024 Q2	$264K	Buy	2,530 +30	+1%	+$2.94K	0.04%	166
2024 Q1	$234K	Hold	2,500	–	–	0.04%	186
2023 Q4	$225K	Sell	2,500 -1,000	-29%	-$86.8K	0.04%	177
2023 Q3	$287K	Hold	3,500	–	–	0.06%	145
2023 Q2	$283K	Hold	3,500	–	–	0.06%	151
2023 Q1	$251K	Hold	3,500	–	–	0.05%	156
2022 Q4	$229K	Buy	+3,500	New	+$225K	0.06%	164

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

Mosaic Family Wealth Partners's WELL Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Welltower (WELL) stake by 90% in Q2 2026, buying an estimated $590K and bringing the position to 5,904 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #181.

Mosaic Family Wealth Partners first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Mosaic Family Wealth Partners held 5,904 shares of Welltower worth $1.34M as of Q2 2026.
Mosaic Family Wealth Partners bought 2,790 Welltower shares in Q2 2026, an estimated $590K.
Welltower made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #181 holding.
Mosaic Family Wealth Partners first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.