Citizens National Bank Trust Department’s Welltower WELL Stock Holding History

Citizens National Bank Trust Department’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	$18.8K	Hold	83	–	–	﹤0.01%	315
2026 Q1	$16.4K	Hold	83	–	–	﹤0.01%	321
2025 Q4	$15.4K	Hold	83	–	–	﹤0.01%	320
2025 Q3	$14.8K	Hold	83	–	–	﹤0.01%	327
2025 Q2	$12.8K	Hold	83	–	–	﹤0.01%	324
2025 Q1	$12.7K	Hold	83	–	–	﹤0.01%	329
2024 Q4	$10.5K	Hold	83	–	–	﹤0.01%	303
2024 Q3	$10.6K	Hold	83	–	–	﹤0.01%	300
2024 Q2	$8.65K	Hold	83	–	–	﹤0.01%	307
2024 Q1	$7.76K	Hold	83	–	–	﹤0.01%	301
2023 Q4	$7.48K	Hold	83	–	–	﹤0.01%	283
2023 Q3	$6.8K	Hold	83	–	–	﹤0.01%	288
2023 Q2	$6.71K	Hold	83	–	–	﹤0.01%	295
2023 Q1	$5.95K	Hold	83	–	–	﹤0.01%	285
2022 Q4	$5K	Sell	83 -79	-49%	-$5.08K	﹤0.01%	292
2022 Q3	$10K	Hold	162	–	–	﹤0.01%	273
2022 Q2	$13K	Hold	162	–	–	﹤0.01%	274
2022 Q1	$15K	Hold	162	–	–	0.01%	249
2021 Q4	$14K	Buy	+162	New	+$13.5K	0.01%	256

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citizens National Bank Trust Department's WELL Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Welltower (WELL) position steady in Q2 2026 at 83 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Citizens National Bank Trust Department first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 699 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Citizens National Bank Trust Department held 83 shares of Welltower worth $18.8K as of Q2 2026.
Citizens National Bank Trust Department left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #315 holding.
Citizens National Bank Trust Department first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
699 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.