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Arlington Trust’s Welltower WELL Stock Holding History

Arlington 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 		$17K Hold
75
– – ﹤0.01% 405
2026
Q1 		$14.8K Buy
75
+26
+53% +$5.14K ﹤0.01% 377
2025
Q4 		$9.1K Sell
49
-82
-63% -$15.3K ﹤0.01% 321
2025
Q3 		$23.3K Sell
131
-4
-3% -$657 ﹤0.01% 437
2025
Q2 		$20.8K Buy
135
+4
+3% +$598 ﹤0.01% 444
2025
Q1 		$20.1K Hold
131
– – ﹤0.01% 463
2024
Q4 		$16.5K Hold
131
– – ﹤0.01% 436
2024
Q3 		$16.8K Hold
131
– – ﹤0.01% 416
2024
Q2 		$13.7K Hold
131
– – ﹤0.01% 428
2024
Q1 		$12.2K Sell
131
-43
-25% -$3.89K ﹤0.01% 371
2023
Q4 		$15.7K Buy
+174
New +$15.1K ﹤0.01% 371

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

Arlington Trust's WELL Position: Q2 2026 in Review

Arlington Trust held its Welltower (WELL) position steady in Q2 2026 at 75 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Arlington Trust first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.3K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Arlington Trust held 75 shares of Welltower worth $17K as of Q2 2026.
  • Arlington Trust left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #405 holding.
  • Arlington Trust first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • Arlington Trust's Welltower position peaked at $23.3K in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.