American National Bank & Trust’s Welltower WELL Stock Holding History

American National Bank & Trust’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	$1.81M	Buy	7,992 +594	+8%	+$126K	0.16%	78
2026 Q1	$1.46M	Buy	7,398 +327	+5%	+$64.6K	0.14%	83
2025 Q4	$1.31M	Buy	7,071 +5,189	+276%	+$969K	0.12%	83
2025 Q3	$335K	Buy	1,882 +1,827	+3,322%	+$300K	0.03%	187
2025 Q2	$8.46K	Hold	55	–	–	﹤0.01%	547
2025 Q1	$8.43K	Hold	55	–	–	﹤0.01%	481
2024 Q4	$6.93K	Hold	55	–	–	﹤0.01%	450
2024 Q3	$7.04K	Hold	55	–	–	﹤0.01%	424
2024 Q2	$5.73K	Buy	+55	New	+$5.39K	﹤0.01%	485
2023 Q1	–	Sell	-15	Closed	-$1K	–	660
2022 Q4	$1K	Sell	15 -28	-65%	-$1.8K	﹤0.01%	601
2022 Q3	$3K	Buy	43 +15	+54%	+$1.17K	﹤0.01%	478
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	415
2022 Q1	$3K	Buy	+28	New	+$2.43K	﹤0.01%	400

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

American National Bank & Trust's WELL Position: Q2 2026 in Review

American National Bank & Trust increased its Welltower (WELL) stake by 8% in Q2 2026, buying an estimated $126K and bringing the position to 7,992 shares worth $1.81M. The position accounts for 0.16% of the portfolio, ranked #78.

American National Bank & Trust first reported a position in WELL in Q1 2022 and has held it in 13 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

American National Bank & Trust held 7,992 shares of Welltower worth $1.81M as of Q2 2026.
American National Bank & Trust bought 594 Welltower shares in Q2 2026, an estimated $126K.
Welltower made up 0.16% of American National Bank & Trust's portfolio in Q2 2026, its #78 holding.
American National Bank & Trust first reported a position in Welltower in Q1 2022 and has held it in 13 quarters since.
415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.