BTI
WELL icon

Blue Trust Inc’s Welltower WELL Stock Holding History

Blue Trust Inc’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 		$663K Sell
2,920
-51
-2% -$10.8K 0.01% 396
2026
Q1 		$587K Sell
2,971
-108
-4% -$21.3K 0.01% 436
2025
Q4 		$571K Sell
3,079
-129
-4% -$24.1K 0.01% 442
2025
Q3 		$571K Buy
3,208
+125
+4% +$20.5K 0.01% 448
2025
Q2 		$474K Buy
3,083
+1,326
+75% +$198K 0.01% 466
2025
Q1 		$269K Buy
1,757
+801
+84% +$114K ﹤0.01% 603
2024
Q4 		$120K Sell
956
-4,732
-83% -$621K ﹤0.01% 860
2024
Q3 		$593K Buy
5,688
+3,672
+182% +$428K 0.01% 400
2024
Q2 		$188K Buy
2,016
+1,663
+471% +$163K ﹤0.01% 735
2024
Q1 		$33K Sell
353
-716
-67% -$64.8K ﹤0.01% 1064
2023
Q4 		$87K Buy
1,069
+758
+244% +$65.8K ﹤0.01% 742
2023
Q3 		$25K Buy
311
+50
+19% +$4.11K ﹤0.01% 1104
2023
Q2 		$19K Sell
261
-112
-30% -$8.63K ﹤0.01% 1071
2023
Q1 		$24K Sell
373
-23
-6% -$1.67K ﹤0.01% 1310
2022
Q4 		$26K Buy
396
+66
+20% +$4.24K ﹤0.01% 1202
2022
Q3 		$27K Buy
330
+160
+94% +$12.5K ﹤0.01% 973
2022
Q2 		$17K Buy
+170
New +$15.1K ﹤0.01% 1027

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

Blue Trust Inc's WELL Position: Q2 2026 in Review

Blue Trust Inc reduced its Welltower (WELL) stake by 1.7% in Q2 2026, selling an estimated $10.8K and leaving 2,920 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #396.

Blue Trust Inc first reported a position in WELL in Q2 2022 and has held it in 17 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Blue Trust Inc held 2,920 shares of Welltower worth $663K as of Q2 2026.
  • Blue Trust Inc sold 51 Welltower shares in Q2 2026, an estimated $10.8K.
  • Welltower made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #396 holding.
  • Blue Trust Inc first reported a position in Welltower in Q2 2022 and has held it in 17 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.