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Chicago Trust’s Welltower WELL Stock Holding History

Chicago Trust’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 		$589K Buy
2,594
+42
+2% +$8.88K 0.09% 223
2026
Q1 		$505K Sell
2,552
-20
-0.8% -$3.95K 0.08% 239
2025
Q4 		$477K Buy
2,572
+207
+9% +$38.7K 0.07% 247
2025
Q3 		$421K Buy
+2,365
New +$389K 0.06% 281
2022
Q1 		– Sell
-2,850
Closed -$244K – 357
2021
Q4 		$244K Buy
+2,850
New +$238K 0.05% 302

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Chicago Trust's WELL Position: Q2 2026 in Review

Chicago Trust increased its Welltower (WELL) stake by 1.6% in Q2 2026, buying an estimated $8.88K and bringing the position to 2,594 shares worth $589K. The position accounts for 0.09% of the portfolio, ranked #223.

Chicago Trust first reported a position in WELL in Q4 2021 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Chicago Trust held 2,594 shares of Welltower worth $589K as of Q2 2026.
  • Chicago Trust bought 42 Welltower shares in Q2 2026, an estimated $8.88K.
  • Welltower made up 0.09% of Chicago Trust's portfolio in Q2 2026, its #223 holding.
  • Chicago Trust first reported a position in Welltower in Q4 2021 and has held it in 5 quarters since.
  • 262 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.