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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
Q3 		$2.12M Buy
9,213
+1,221
+15% +$289K 0.19% 66
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

American National Bank & Trust's WELL Position: Q3 2026 in Review

American National Bank & Trust increased its Welltower (WELL) stake by 15% in Q3 2026, buying an estimated $289K and bringing the position to 9,213 shares worth $2.12M. The position accounts for 0.19% of the portfolio, ranked #66.

American National Bank & Trust first reported a position in WELL in Q1 2022 and has held it in 14 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • American National Bank & Trust held 9,213 shares of Welltower worth $2.12M as of Q3 2026.
  • American National Bank & Trust bought 1,221 Welltower shares in Q3 2026, an estimated $289K.
  • Welltower made up 0.19% of American National Bank & Trust's portfolio in Q3 2026, its #66 holding.
  • American National Bank & Trust first reported a position in Welltower in Q1 2022 and has held it in 14 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.