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Mount Lucas Management’s Welltower WELL Stock Holding History

Mount Lucas 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
Q1 		– Sell
-11,396
Closed -$2.12M – 207
2025
Q4 		$2.12M Buy
11,396
+14
+0.1% +$2.62K 0.85% 27
2025
Q3 		$2.03M Buy
11,382
+368
+3% +$60.5K 0.83% 29
2025
Q2 		$1.69M Sell
11,014
-1,699
-13% -$254K 0.72% 31
2025
Q1 		$1.95M Buy
+12,713
New +$1.81M 0.63% 31

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mount Lucas Management's WELL Position: Q1 2026 in Review

Mount Lucas Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 11,396 shares — an estimated $2.12M sold.

Mount Lucas Management first reported a position in WELL in Q1 2025 and held it in 4 quarters. The position peaked at $2.12M in Q4 2025. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Mount Lucas Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 11,396 Welltower shares in Q1 2026, an estimated $2.12M.
  • Mount Lucas Management first reported a position in Welltower in Q1 2025 and held it in 4 quarters.
  • Mount Lucas Management's Welltower position peaked at $2.12M in Q4 2025.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.