Bank & Trust Company’s Welltower WELL Stock Holding History

Bank & Trust Company’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	$125K	Hold	550	–	–	0.08%	122
2026 Q1	$109K	Hold	550	–	–	0.07%	130
2025 Q4	$102K	Hold	550	–	–	0.07%	126
2025 Q3	$98K	Hold	550	–	–	0.07%	125
2025 Q2	$84.6K	Hold	550	–	–	0.07%	131
2025 Q1	$84.3K	Hold	550	–	–	0.07%	126
2024 Q4	$69.3K	Hold	550	–	–	0.06%	132
2024 Q3	$70.4K	Hold	550	–	–	0.06%	134
2024 Q2	$57.3K	Buy	+550	New	+$53.9K	0.05%	142

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

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

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

Bank & Trust Company held its Welltower (WELL) position steady in Q2 2026 at 550 shares worth $125K. The position accounts for 0.08% of the portfolio, ranked #122.

Bank & Trust Company first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 656 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Bank & Trust Company held 550 shares of Welltower worth $125K as of Q2 2026.
Bank & Trust Company left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.08% of Bank & Trust Company's portfolio in Q2 2026, its #122 holding.
Bank & Trust Company first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
656 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.