Moss Adams Wealth Advisors’s Welltower WELL Stock Holding History

Moss Adams Wealth Advisors’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	$495K	Sell	2,183 -37	-2%	-$7.82K	0.03%	150
2026 Q1	$439K	Buy	2,220 +332	+18%	+$65.6K	0.03%	151
2025 Q4	$350K	Buy	1,888 +229	+14%	+$42.8K	0.03%	178
2025 Q3	$296K	Buy	1,659 +74	+5%	+$12.2K	0.02%	191
2025 Q2	$244K	Buy	1,585 +261	+20%	+$39K	0.02%	223
2025 Q1	$203K	Buy	+1,324	New	+$189K	0.02%	209

Other funds holding WELL

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Moss Adams Wealth Advisors's WELL Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Welltower (WELL) stake by 1.7% in Q2 2026, selling an estimated $7.82K and leaving 2,183 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #150.

Moss Adams Wealth Advisors first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 618 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Moss Adams Wealth Advisors held 2,183 shares of Welltower worth $495K as of Q2 2026.
Moss Adams Wealth Advisors sold 37 Welltower shares in Q2 2026, an estimated $7.82K.
Welltower made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Moss Adams Wealth Advisors first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
618 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.