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Associated Banc-Corp’s Welltower WELL Stock Holding History

Associated Banc-Corp’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 		$825K Buy
4,174
+8
+0.2% +$1.58K 0.02% 219
2025
Q4 		$773K Sell
4,166
-256
-6% -$47.8K 0.02% 216
2025
Q3 		$788K Sell
4,422
-281
-6% -$46.2K 0.02% 221
2025
Q2 		$723K Hold
4,703
– – 0.02% 216
2025
Q1 		$721K Sell
4,703
-11
-0.2% -$1.57K 0.02% 217
2024
Q4 		$594K Hold
4,714
– – 0.02% 225
2024
Q3 		$604K Hold
4,714
– – 0.02% 234
2024
Q2 		$491K Buy
4,714
+11
+0.2% +$1.08K 0.02% 240
2024
Q1 		$439K Hold
4,703
– – 0.01% 246
2023
Q4 		$424K Sell
4,703
-115
-2% -$9.98K 0.01% 243
2023
Q3 		$395K Hold
4,818
– – 0.02% 245
2023
Q2 		$390K Sell
4,818
-813
-14% -$62.6K 0.01% 246
2023
Q1 		$404K Sell
5,631
-1,300
-19% -$94.3K 0.02% 248
2022
Q4 		$454K Hold
6,931
– – 0.02% 234
2022
Q3 		$445K Hold
6,931
– – 0.02% 229
2022
Q2 		$571K Hold
6,931
– – 0.03% 215
2022
Q1 		$666K Hold
6,931
– – 0.03% 213
2021
Q4 		$595K Buy
6,931
+750
+12% +$62.5K 0.02% 223
2021
Q3 		$509K Buy
6,181
+1,300
+27% +$112K 0.02% 229
2021
Q2 		$405K Sell
4,881
-2,128
-30% -$163K 0.02% 252
2021
Q1 		$321K Sell
7,009
-1,932
-22% -$130K 0.02% 240
2020
Q4 		$578K Sell
8,941
-2,100
-19% -$127K 0.02% 263
2020
Q3 		$608K Buy
11,041
+781
+8% +$42.9K 0.03% 239
2020
Q2 		$531K Buy
10,260
+191
+2% +$9.39K 0.02% 250
2020
Q1 		$461K Buy
10,069
+3,060
+44% +$226K 0.02% 253
2019
Q4 		$573K Sell
7,009
-566
-7% -$48.5K 0.03% 209
2019
Q3 		$686K Buy
7,575
+777
+11% +$67.6K 0.04% 200
2019
Q2 		$554K Sell
6,798
-209
-3% -$16.4K 0.03% 210
2019
Q1 		$544K Buy
7,007
+418
+6% +$31.4K 0.03% 209
2018
Q4 		$457K Buy
6,589
+268
+4% +$18.2K 0.03% 211
2018
Q3 		$407K Sell
6,321
-316
-5% -$20.4K 0.02% 226
2018
Q2 		$416K Buy
6,637
+324
+5% +$18.1K 0.02% 222
2018
Q1 		$344K Sell
6,313
-176
-3% -$9.94K 0.02% 236
2017
Q4 		$414K Hold
6,489
– – 0.02% 227
2017
Q3 		$456K Hold
6,489
– – 0.03% 219
2017
Q2 		$485K Hold
6,489
– – 0.03% 215
2017
Q1 		$460K Hold
6,489
– – 0.03% 222
2016
Q4 		$435K Buy
6,489
+176
+3% +$11.7K 0.03% 220
2016
Q3 		$472K Sell
6,313
-41
-0.6% -$3.14K 0.03% 214
2016
Q2 		$484K Buy
6,354
+41
+0.6% +$2.91K 0.03% 212
2016
Q1 		$438K Hold
6,313
– – 0.03% 220
2015
Q4 		$429K Hold
6,313
– – 0.03% 217
2015
Q3 		$427K Hold
6,313
– – 0.03% 213
2015
Q2 		$414K Hold
6,313
– – 0.03% 221
2015
Q1 		$488K Hold
6,313
– – 0.03% 211
2014
Q4 		$477K Hold
6,313
– – 0.03% 208
2014
Q3 		$394K Hold
6,313
– – 0.03% 220
2014
Q2 		$396K Buy
6,313
+2,100
+50% +$132K 0.03% 223
2014
Q1 		$251K Buy
+4,213
New +$241K 0.02% 252

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Associated Banc-Corp's WELL Position: Q1 2026 in Review

Associated Banc-Corp increased its Welltower (WELL) stake by 0.19% in Q1 2026, buying an estimated $1.58K and bringing the position to 4,174 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #219.

Associated Banc-Corp first reported a position in WELL in Q1 2014 and has held it in 49 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Associated Banc-Corp held 4,174 shares of Welltower worth $825K as of Q1 2026.
  • Associated Banc-Corp bought 8 Welltower shares in Q1 2026, an estimated $1.58K.
  • Welltower made up 0.02% of Associated Banc-Corp's portfolio in Q1 2026, its #219 holding.
  • Associated Banc-Corp first reported a position in Welltower in Q1 2014 and has held it in 49 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Associated Banc-Corp's 13F filing for Q1 2026, filed 1 May 2026.