Mosley Wealth Management’s Welltower WELL Stock Holding History

Mosley Wealth 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	$1.14K	Buy	+5	New	+$1.06K	﹤0.01%	555

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mosley Wealth Management's WELL Position: Q2 2026 in Review

Mosley Wealth Management 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 #555 among its holdings.

918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Mosley Wealth Management held 5 shares of Welltower worth $1.14K as of Q2 2026.
Welltower was a new Mosley Wealth Management position in Q2 2026.
Welltower made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #555 holding.
918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.