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Community Trust & Investment’s Welltower WELL Stock Holding History

Community Trust & Investment’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 		$227K Buy
+1,000
New +$211K 0.01% 138
2025
Q4 		– Sell
-1,520
Closed -$271K – 147
2025
Q3 		$271K Hold
1,520
– – 0.01% 130
2025
Q2 		$234K Hold
1,520
– – 0.01% 128
2025
Q1 		$233K Buy
+1,520
New +$217K 0.01% 125

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Community Trust & Investment's WELL Position: Q2 2026 in Review

Community Trust & Investment opened a new position in Welltower (WELL) in Q2 2026: 1,000 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Community Trust & Investment previously reported a position in WELL as recently as Q3 2025.

Community Trust & Investment first reported a position in WELL in Q1 2025 and has held it in 4 quarters since. The position peaked at $271K in Q3 2025. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Community Trust & Investment held 1,000 shares of Welltower worth $227K as of Q2 2026.
  • Welltower was a new Community Trust & Investment position in Q2 2026.
  • Welltower made up 0.01% of Community Trust & Investment's portfolio in Q2 2026, its #138 holding.
  • Community Trust & Investment first reported a position in Welltower in Q1 2025 and has held it in 4 quarters since.
  • Community Trust & Investment's Welltower position peaked at $271K in Q3 2025.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Community Trust & Investment's 13F filing for Q2 2026, filed 8 Jul 2026.