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Central Pacific Bank - Trust Division’s Welltower WELL Stock Holding History

Central Pacific Bank - Trust Division’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 		$191K Hold
831
– – 0.02% 478
2026
Q2 		$189K Sell
831
-75
-8% -$15.9K 0.02% 487
2026
Q1 		$179K Buy
906
+746
+466% +$147K 0.02% 481
2025
Q4 		$29.7K Buy
160
+35
+28% +$6.54K ﹤0.01% 650
2025
Q3 		$22.3K Hold
125
– – ﹤0.01% 676
2025
Q2 		$19.2K Buy
+125
New +$18.7K ﹤0.01% 683
2025
Q1 		– Sell
-104
Closed -$13.1K – 919
2024
Q4 		$13.1K Hold
104
– – ﹤0.01% 715
2024
Q3 		$13.3K Hold
104
– – ﹤0.01% 704
2024
Q2 		$10.8K Hold
104
– – ﹤0.01% 788
2024
Q1 		$9.57K Buy
+104
New +$9.42K ﹤0.01% 790

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

Central Pacific Bank - Trust Division's WELL Position: Q3 2026 in Review

Central Pacific Bank - Trust Division held its Welltower (WELL) position steady in Q3 2026 at 831 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #478.

Central Pacific Bank - Trust Division first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Central Pacific Bank - Trust Division held 831 shares of Welltower worth $191K as of Q3 2026.
  • Central Pacific Bank - Trust Division left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.02% of Central Pacific Bank - Trust Division's portfolio in Q3 2026, its #478 holding.
  • Central Pacific Bank - Trust Division first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.