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Crews Bank & Trust’s Welltower WELL Stock Holding History

Crews Bank & 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 		$5.9K Hold
26
– – ﹤0.01% 579
2026
Q1 		$5.14K Hold
26
– – ﹤0.01% 601
2025
Q4 		$4.83K Hold
26
– – ﹤0.01% 570
2025
Q3 		$4.63K Hold
26
– – ﹤0.01% 579
2025
Q2 		$4K Buy
+26
New +$3.88K ﹤0.01% 577

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

Crews Bank & Trust's WELL Position: Q2 2026 in Review

Crews Bank & Trust held its Welltower (WELL) position steady in Q2 2026 at 26 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Crews Bank & Trust first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Crews Bank & Trust held 26 shares of Welltower worth $5.9K as of Q2 2026.
  • Crews Bank & Trust left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #579 holding.
  • Crews Bank & Trust first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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