Bank of New Hampshire’s Welltower WELL Stock Holding History

Bank of New Hampshire’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	$41.9K	Hold	182	–	–	0.01%	331
2026 Q2	$41.3K	Hold	182	–	–	0.01%	339
2026 Q1	$36K	Hold	182	–	–	0.01%	350
2025 Q4	$33.8K	Hold	182	–	–	0.01%	324
2025 Q3	$32.4K	Hold	182	–	–	0.01%	321
2025 Q2	$28K	Hold	182	–	–	0.01%	325
2025 Q1	$27.9K	Hold	182	–	–	0.01%	320
2024 Q4	$22.9K	Hold	182	–	–	0.01%	339
2024 Q3	$23.3K	Hold	182	–	–	0.01%	349
2024 Q2	$19K	Hold	182	–	–	﹤0.01%	377
2024 Q1	$17K	Hold	182	–	–	﹤0.01%	390
2023 Q4	$16.4K	Hold	182	–	–	﹤0.01%	396
2023 Q3	$14.9K	Hold	182	–	–	﹤0.01%	396
2023 Q2	$14.7K	Hold	182	–	–	﹤0.01%	407
2023 Q1	$13K	Hold	182	–	–	﹤0.01%	413
2022 Q4	$12K	Hold	182	–	–	﹤0.01%	431
2022 Q3	$12K	Hold	182	–	–	﹤0.01%	437
2022 Q2	$15K	Hold	182	–	–	﹤0.01%	434
2022 Q1	$17K	Buy	+182	New	+$15.8K	﹤0.01%	439

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

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

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

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Bank of New Hampshire's WELL Position: Q3 2026 in Review

Bank of New Hampshire held its Welltower (WELL) position steady in Q3 2026 at 182 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #331.

Bank of New Hampshire first reported a position in WELL in Q1 2022 and has held it in 19 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Bank of New Hampshire held 182 shares of Welltower worth $41.9K as of Q3 2026.
Bank of New Hampshire left its Welltower share count unchanged in Q3 2026.
Welltower made up 0.01% of Bank of New Hampshire's portfolio in Q3 2026, its #331 holding.
Bank of New Hampshire first reported a position in Welltower in Q1 2022 and has held it in 19 quarters since.
46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Bank of New Hampshire's 13F filing for Q3 2026, filed 6 Oct 2026.