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Murphy & Mullick Capital Management’s Welltower WELL Stock Holding History

Murphy & Mullick Capital 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 		$5.67K Buy
25
+24
+2,400% +$5.07K ﹤0.01% 539
2026
Q1 		$198 Hold
1
– – ﹤0.01% 696
2025
Q4 		$186 Buy
+1
New +$187 ﹤0.01% 716

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Murphy & Mullick Capital Management's WELL Position: Q2 2026 in Review

Murphy & Mullick Capital Management increased its Welltower (WELL) stake by 2,400% in Q2 2026, buying an estimated $5.07K and bringing the position to 25 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Murphy & Mullick Capital Management first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Murphy & Mullick Capital Management held 25 shares of Welltower worth $5.67K as of Q2 2026.
  • Murphy & Mullick Capital Management bought 24 Welltower shares in Q2 2026, an estimated $5.07K.
  • Welltower made up ﹤0.01% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #539 holding.
  • Murphy & Mullick Capital Management first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.