MTM Investment Management’s Welltower WELL Stock Holding History

MTM Investment 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	$522K	Hold	2,300	–	–	0.15%	130
2026 Q1	$455K	Hold	2,300	–	–	0.14%	133
2025 Q4	$427K	Hold	2,300	–	–	0.14%	134
2025 Q3	$410K	Hold	2,300	–	–	0.13%	142
2025 Q2	$354K	Hold	2,300	–	–	0.12%	150
2025 Q1	$355K	Hold	2,300	–	–	0.14%	149
2024 Q4	$290K	Hold	2,300	–	–	0.11%	157
2024 Q3	$289K	Hold	2,300	–	–	0.11%	155
2024 Q2	$240K	Hold	2,300	–	–	0.1%	165
2024 Q1	$215K	Hold	2,300	–	–	0.09%	181
2023 Q4	$207K	Buy	+2,300	New	+$200K	0.09%	174
2022 Q2	–	Sell	-2,350	Closed	-$226K	–	292
2022 Q1	$226K	Hold	2,350	–	–	0.11%	165
2021 Q4	$202K	Sell	2,350 -100	-4%	-$8.34K	0.1%	188
2021 Q3	$202K	Hold	2,450	–	–	0.11%	163
2021 Q2	$204K	Buy	+2,450	New	+$188K	0.11%	164

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MTM Investment Management's WELL Position: Q2 2026 in Review

MTM Investment Management held its Welltower (WELL) position steady in Q2 2026 at 2,300 shares worth $522K. The position accounts for 0.15% of the portfolio, ranked #130.

MTM Investment Management first reported a position in WELL in Q2 2021 and has held it in 15 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

MTM Investment Management held 2,300 shares of Welltower worth $522K as of Q2 2026.
MTM Investment Management left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.15% of MTM Investment Management's portfolio in Q2 2026, its #130 holding.
MTM Investment Management first reported a position in Welltower in Q2 2021 and has held it in 15 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.