MV Capital Management’s Welltower WELL Stock Holding History

MV 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 Q1	$277K	Buy	1,399 +15	+1%	+$2.96K	0.03%	166
2025 Q4	$257K	Hold	1,384	–	–	0.02%	164
2025 Q3	$247K	Hold	1,384	–	–	0.02%	168
2025 Q2	$213K	Sell	1,384 -4	-0.3%	-$598	0.02%	172
2025 Q1	$213K	Buy	1,388 +9	+0.7%	+$1.28K	0.02%	173
2024 Q4	$174K	Sell	1,379 -6	-0.4%	-$788	0.02%	181
2024 Q3	$177K	Buy	1,385 +6	+0.4%	+$700	0.02%	185
2024 Q2	$144K	Buy	1,379 +11	+0.8%	+$1.08K	0.02%	194
2024 Q1	$128K	Sell	1,368 -2	-0.1%	-$181	0.01%	199
2023 Q4	$124K	Buy	1,370 +31	+2%	+$2.69K	0.02%	196
2023 Q3	$110K	Buy	1,339 +12	+0.9%	+$987	0.01%	196
2023 Q2	$107K	Buy	1,327 +72	+6%	+$5.55K	0.01%	203
2023 Q1	$90K	Buy	1,255 +32	+3%	+$2.32K	0.01%	213
2022 Q4	$80.2K	Sell	1,223 -183	-13%	-$11.8K	0.01%	186
2022 Q3	$90K	Sell	1,406 -6	-0.4%	-$469	0.02%	169
2022 Q2	$116K	Sell	1,412 -28	-2%	-$2.49K	0.02%	157
2022 Q1	$138K	Buy	1,440 +24	+2%	+$2.08K	0.02%	151
2021 Q4	$121K	Buy	1,416 +240	+20%	+$20K	0.02%	152
2021 Q3	$97K	Buy	1,176 +43	+4%	+$3.69K	0.02%	160
2021 Q2	$94K	Buy	1,133 +819	+261%	+$62.7K	0.02%	155
2021 Q1	$22K	Buy	314 +14	+5%	+$940	﹤0.01%	221
2020 Q4	$19K	Hold	300	–	–	﹤0.01%	216
2020 Q3	$17K	Sell	300 -100	-25%	-$5.49K	﹤0.01%	199
2020 Q2	$21K	Hold	400	–	–	﹤0.01%	198
2020 Q1	$18K	Hold	400	–	–	﹤0.01%	191
2019 Q4	$33K	Hold	400	–	–	0.01%	184
2019 Q3	$36K	Hold	400	–	–	0.01%	173
2019 Q2	$33K	Hold	400	–	–	0.01%	172
2019 Q1	$31K	Hold	400	–	–	0.01%	169
2018 Q4	$28K	Hold	400	–	–	0.01%	177
2018 Q3	$26K	Hold	400	–	–	0.01%	188
2018 Q2	$25K	Hold	400	–	–	0.01%	195
2018 Q1	$22K	Hold	400	–	–	0.01%	200
2017 Q4	$26K	Hold	400	–	–	0.01%	196
2017 Q3	$28K	Hold	400	–	–	0.01%	185
2017 Q2	$30K	Hold	400	–	–	0.01%	179
2017 Q1	$28K	Sell	400 -60	-13%	-$4.05K	0.01%	180
2016 Q4	$31K	Hold	460	–	–	0.01%	176
2016 Q3	$34K	Hold	460	–	–	0.01%	170
2016 Q2	$35K	Hold	460	–	–	0.01%	166
2016 Q1	$32K	Hold	460	–	–	0.01%	173
2015 Q4	$31K	Hold	460	–	–	0.01%	188
2015 Q3	$31K	Buy	+460	New	+$30.7K	0.01%	173
2015 Q2	–	Hold	0	–	–	–	219
2015 Q1	–	Hold	0	–	–	–	185
2014 Q4	–	Hold	0	–	–	–	188

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MV Capital Management's WELL Position: Q1 2026 in Review

MV Capital Management increased its Welltower (WELL) stake by 1.1% in Q1 2026, buying an estimated $2.96K and bringing the position to 1,399 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #166.

MV Capital Management first reported a position in WELL in Q3 2015 and has held it in 43 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

MV Capital Management held 1,399 shares of Welltower worth $277K as of Q1 2026.
MV Capital Management bought 15 Welltower shares in Q1 2026, an estimated $2.96K.
Welltower made up 0.03% of MV Capital Management's portfolio in Q1 2026, its #166 holding.
MV Capital Management first reported a position in Welltower in Q3 2015 and has held it in 43 quarters since.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.