Mutual of America Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.5M | Sell |
72,757
-4,864
| -6% | -$1.03M | 0.16% | 102 |
|
|
2026
Q1 | $15.3M | Buy |
77,621
+469
| +0.6% | +$92.7K | 0.17% | 92 |
|
|
2025
Q4 | $14.3M | Buy |
77,152
+602
| +0.8% | +$112K | 0.15% | 105 |
|
|
2025
Q3 | $13.6M | Buy |
76,550
+1,253
| +2% | +$206K | 0.14% | 119 |
|
|
2025
Q2 | $11.6M | Sell |
75,297
-729
| -1% | -$109K | 0.12% | 149 |
|
|
2025
Q1 | $11.6M | Sell |
76,026
-442
| -0.6% | -$63K | 0.13% | 132 |
|
|
2024
Q4 | $9.64M | Sell |
76,468
-905
| -1% | -$119K | 0.1% | 184 |
|
|
2024
Q3 | $9.91M | Sell |
77,373
-4,340
| -5% | -$506K | 0.1% | 177 |
|
|
2024
Q2 | $8.52M | Sell |
81,713
-7,304
| -8% | -$716K | 0.09% | 205 |
|
|
2024
Q1 | $8.32M | Sell |
89,017
-753
| -0.8% | -$68.2K | 0.09% | 229 |
|
|
2023
Q4 | $8.09M | Sell |
89,770
-229
| -0.3% | -$19.9K | 0.09% | 215 |
|
|
2023
Q3 | $7.37M | Sell |
89,999
-7,975
| -8% | -$656K | 0.09% | 220 |
|
|
2023
Q2 | $7.93M | Buy |
97,974
+5,213
| +6% | +$402K | 0.09% | 226 |
|
|
2023
Q1 | $6.65M | Sell |
92,761
-98
| -0.1% | -$7.11K | 0.08% | 312 |
|
|
2022
Q4 | $6.09M | Buy |
92,859
+2,696
| +3% | +$173K | 0.08% | 343 |
|
|
2022
Q3 | $5.8M | Buy |
90,163
+2,234
| +3% | +$175K | 0.08% | 319 |
|
|
2022
Q2 | $7.24M | Buy |
87,929
+5,755
| +7% | +$512K | 0.09% | 256 |
|
|
2022
Q1 | $7.9M | Buy |
82,174
+1,222
| +2% | +$106K | 0.08% | 301 |
|
|
2021
Q4 | $6.94M | Buy |
80,952
+2,106
| +3% | +$176K | 0.07% | 383 |
|
|
2021
Q3 | $6.5M | Buy |
78,846
+881
| +1% | +$75.7K | 0.06% | 385 |
|
|
2021
Q2 | $6.48M | Buy |
77,965
+635
| +0.8% | +$48.6K | 0.06% | 389 |
|
|
2021
Q1 | $5.54M | Buy |
77,330
+856
| +1% | +$57.5K | 0.06% | 439 |
|
|
2020
Q4 | $4.94M | Buy |
76,474
+5,137
| +7% | +$312K | 0.06% | 453 |
|
|
2020
Q3 | $3.93M | Sell |
71,337
-4,136
| -5% | -$227K | 0.05% | 479 |
|
|
2020
Q2 | $3.91M | Buy |
75,473
+2,920
| +4% | +$144K | 0.06% | 469 |
|
|
2020
Q1 | $3.32M | Buy |
72,553
+702
| +1% | +$51.8K | 0.06% | 457 |
|
|
2019
Q4 | $5.88M | Buy |
71,851
+607
| +0.9% | +$52K | 0.07% | 354 |
|
|
2019
Q3 | $6.46M | Buy |
71,244
+235
| +0.3% | +$20.4K | 0.09% | 274 |
|
|
2019
Q2 | $5.79M | Buy |
71,009
+2,562
| +4% | +$201K | 0.08% | 318 |
|
|
2019
Q1 | $5.31M | Buy |
68,447
+1,993
| +3% | +$150K | 0.08% | 353 |
|
|
2018
Q4 | $4.61M | Buy |
66,454
+1,690
| +3% | +$115K | 0.08% | 367 |
|
|
2018
Q3 | $4.17M | Buy |
64,764
+242
| +0.4% | +$15.6K | 0.06% | 510 |
|
|
2018
Q2 | $4.04M | Buy |
64,522
+500
| +0.8% | +$27.9K | 0.06% | 514 |
|
|
2018
Q1 | $3.48M | Sell |
64,022
-6,141
| -9% | -$347K | 0.05% | 573 |
|
|
2017
Q4 | $4.47M | Sell |
70,163
-5,050
| -7% | -$339K | 0.07% | 444 |
|
|
2017
Q3 | $5.29M | Buy |
75,213
+3,032
| +4% | +$220K | 0.09% | 320 |
|
|
2017
Q2 | $5.4M | Buy |
72,181
+9,355
| +15% | +$684K | 0.09% | 299 |
|
|
2017
Q1 | $4.45M | Buy |
62,826
+3,078
| +5% | +$208K | 0.08% | 391 |
|
|
2016
Q4 | $4M | Buy |
59,748
+1,307
| +2% | +$86.6K | 0.08% | 425 |
|
|
2016
Q3 | $4.37M | Sell |
58,441
-443
| -0.8% | -$33.9K | 0.09% | 319 |
|
|
2016
Q2 | $4.49M | Buy |
58,884
+10,491
| +22% | +$745K | 0.1% | 284 |
|
|
2016
Q1 | $3.36M | Sell |
48,393
-38
| -0.1% | -$2.45K | 0.07% | 391 |
|
|
2015
Q4 | $3.29M | Sell |
48,431
-112
| -0.2% | -$7.31K | 0.07% | 388 |
|
|
2015
Q3 | $3.29M | Buy |
48,543
+800
| +2% | +$53.4K | 0.08% | 376 |
|
|
2015
Q2 | $3.13M | Buy |
47,743
+157
| +0.3% | +$11.3K | 0.07% | 435 |
|
|
2015
Q1 | $3.68M | Buy |
47,586
+3,278
| +7% | +$258K | 0.08% | 376 |
|
|
2014
Q4 | $3.35M | Buy |
44,308
+1,115
| +3% | +$79.6K | 0.08% | 418 |
|
|
2014
Q3 | $2.69M | Buy |
43,193
+2,938
| +7% | +$189K | 0.06% | 497 |
|
|
2014
Q2 | $2.52M | Buy |
40,255
+2,070
| +5% | +$130K | 0.06% | 556 |
|
|
2014
Q1 | $2.28M | Buy |
38,185
+230
| +0.6% | +$13.1K | 0.06% | 617 |
|
|
2013
Q4 | $2.03M | Buy |
37,955
+3,027
| +9% | +$180K | 0.05% | 650 |
|
|
2013
Q3 | $2.18M | Sell |
34,928
-473
| -1% | -$30.1K | 0.06% | 562 |
|
|
2013
Q2 | $2.37M | Buy |
+35,401
| New | +$2.51M | 0.07% | 464 |
|
Other funds holding WELL
Mutual of America Capital Management's WELL Position: Q2 2026 in Review
Mutual of America Capital Management reduced its Welltower (WELL) stake by 6.3% in Q2 2026, selling an estimated $1.03M and leaving 72,757 shares worth $16.5M. The position accounts for 0.16% of the portfolio, ranked #102.
Mutual of America Capital Management first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Mutual of America Capital Management held 72,757 shares of Welltower worth $16.5M as of Q2 2026.
- Mutual of America Capital Management sold 4,864 Welltower shares in Q2 2026, an estimated $1.03M.
- Welltower made up 0.16% of Mutual of America Capital Management's portfolio in Q2 2026, its #102 holding.
- Mutual of America Capital Management first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
- 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.