M
WELL icon

MOTCO’s Welltower WELL Stock Holding History

MOTCO’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
Q1 		$191K Sell
964
-750
-44% -$148K 0.02% 212
2025
Q4 		$318K Hold
1,714
– – 0.03% 170
2025
Q3 		$305K Buy
1,714
+75
+5% +$12.3K 0.03% 174
2025
Q2 		$271K Sell
1,639
-357
-18% -$53.4K 0.03% 172
2025
Q1 		$306K Buy
1,996
+35
+2% +$4.99K 0.03% 158
2024
Q4 		$247K Hold
1,961
– – 0.03% 174
2024
Q3 		$251K Sell
1,961
-272
-12% -$31.7K 0.03% 189
2024
Q2 		$233K Buy
2,233
+320
+17% +$31.4K 0.01% 257
2024
Q1 		$179K Sell
1,913
-40
-2% -$3.62K 0.01% 283
2023
Q4 		$176K Hold
1,953
– – 0.01% 257
2023
Q3 		$160K Sell
1,953
-2
-0.1% -$164 0.01% 253
2023
Q2 		$158K Buy
1,955
+3
+0.2% +$231 0.01% 251
2023
Q1 		$140K Buy
1,952
+83
+4% +$6.02K 0.01% 250
2022
Q4 		$123K Buy
1,869
+296
+19% +$19K 0.01% 262
2022
Q3 		$101K Hold
1,573
– – 0.01% 288
2022
Q2 		$130K Sell
1,573
-95
-6% -$8.45K 0.01% 266
2022
Q1 		$160K Sell
1,668
-139
-8% -$12.1K 0.01% 257
2021
Q4 		$155K Sell
1,807
-1
-0.1% -$83 0.01% 255
2021
Q3 		$149K Hold
1,808
– – 0.01% 260
2021
Q2 		$150K Buy
1,808
+49
+3% +$3.75K 0.01% 265
2021
Q1 		$126K Sell
1,759
-434
-20% -$29.1K 0.01% 270
2020
Q4 		$142K Hold
2,193
– – 0.01% 266
2020
Q3 		$121K Sell
2,193
-352
-14% -$19.3K 0.01% 260
2020
Q2 		$132K Buy
2,545
+825
+48% +$40.5K 0.01% 238
2020
Q1 		$79K Buy
1,720
+61
+4% +$4.5K 0.01% 270
2019
Q4 		$136K Sell
1,659
-199
-11% -$17K 0.01% 242
2019
Q3 		$168K Sell
1,858
-138
-7% -$12K 0.02% 232
2019
Q2 		$163K Sell
1,996
-288
-13% -$22.6K 0.02% 250
2019
Q1 		$177K Sell
2,284
-244
-10% -$18.3K 0.02% 226
2018
Q4 		$175K Sell
2,528
-40
-2% -$2.72K 0.02% 215
2018
Q3 		$165K Sell
2,568
-19
-0.7% -$1.23K 0.02% 229
2018
Q2 		$162K Buy
2,587
+491
+23% +$27.4K 0.02% 213
2018
Q1 		$114K Sell
2,096
-962
-31% -$54.3K 0.01% 244
2017
Q4 		$195K Buy
3,058
+280
+10% +$18.8K 0.02% 196
2017
Q3 		$195K Sell
2,778
-33
-1% -$2.4K 0.02% 199
2017
Q2 		$210K Sell
2,811
-124
-4% -$9.06K 0.02% 194
2017
Q1 		$208K Buy
2,935
+153
+5% +$10.3K 0.02% 185
2016
Q4 		$186K Hold
2,782
– – 0.02% 189
2016
Q3 		$208K Sell
2,782
-361
-11% -$27.6K 0.02% 188
2016
Q2 		$239K Buy
3,143
+2,978
+1,805% +$211K 0.03% 179
2016
Q1 		$11K Hold
165
– – ﹤0.01% 404
2015
Q4 		$11K Hold
165
– – ﹤0.01% 396
2015
Q3 		$11K Hold
165
– – ﹤0.01% 444
2015
Q2 		$11K Hold
165
– – ﹤0.01% 436
2015
Q1 		$13K Hold
165
– – ﹤0.01% 410
2014
Q4 		$12K Hold
165
– – ﹤0.01% 437
2014
Q3 		$10K Sell
165
-60
-27% -$3.87K ﹤0.01% 478
2014
Q2 		$14K Hold
225
– – ﹤0.01% 415
2014
Q1 		$13K Hold
225
– – ﹤0.01% 401
2013
Q4 		$12K Buy
+225
New +$13.4K ﹤0.01% 431
2013
Q3 		– Sell
-63
Closed -$4K – 592
2013
Q2 		$4K Buy
+63
New +$4.48K ﹤0.01% 570

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MOTCO's WELL Position: Q1 2026 in Review

MOTCO reduced its Welltower (WELL) stake by 44% in Q1 2026, selling an estimated $148K and leaving 964 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #212.

MOTCO first reported a position in WELL in Q2 2013 and has held it in 51 quarters since. The position peaked at $318K in Q4 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • MOTCO held 964 shares of Welltower worth $191K as of Q1 2026.
  • MOTCO sold 750 Welltower shares in Q1 2026, an estimated $148K.
  • Welltower made up 0.02% of MOTCO's portfolio in Q1 2026, its #212 holding.
  • MOTCO first reported a position in Welltower in Q2 2013 and has held it in 51 quarters since.
  • MOTCO's Welltower position peaked at $318K in Q4 2025.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.