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MQS Management’s Welltower WELL Stock Holding History

MQS 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
-5,405
Closed -$1M – 606
2025
Q4 		$1M Buy
+5,405
New +$1.01M 0.59% 15
2025
Q2 		– Sell
-3,824
Closed -$586K – 674
2025
Q1 		$586K Buy
+3,824
New +$545K 0.34% 88
2024
Q4 		– Sell
-6,834
Closed -$875K – 400
2024
Q3 		$875K Buy
6,834
+3,200
+88% +$373K 0.49% 27
2024
Q2 		$379K Sell
3,634
-1,815
-33% -$178K 0.23% 181
2024
Q1 		$509K Buy
5,449
+1,803
+49% +$163K 0.29% 116
2023
Q4 		$329K Buy
+3,646
New +$316K 0.18% 243
2023
Q1 		– Sell
-4,799
Closed -$315K – 615
2022
Q4 		$315K Sell
4,799
-3,705
-44% -$238K 0.21% 199
2022
Q3 		$547K Buy
+8,504
New +$665K 0.35% 79

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

MQS Management's WELL Position: Q1 2026 in Review

MQS Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 5,405 shares — an estimated $1M sold.

MQS Management first reported a position in WELL in Q3 2022 and held it in 8 quarters. The position peaked at $1M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • MQS Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • MQS Management sold 5,405 Welltower shares in Q1 2026, an estimated $1M.
  • MQS Management first reported a position in Welltower in Q3 2022 and held it in 8 quarters.
  • MQS Management's Welltower position peaked at $1M in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.