Eastern Bank’s Welltower WELL Stock Holding History

Eastern Bank’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	$168K	Buy	730 +100	+16%	+$23.6K	﹤0.01%	420
2026 Q2	$143K	Hold	630	–	–	﹤0.01%	438
2026 Q1	$125K	Sell	630 -1	-0.2%	-$198	﹤0.01%	433
2025 Q4	$117K	Buy	631 +131	+26%	+$24.5K	﹤0.01%	439
2025 Q3	$89.1K	Buy	500 +103	+26%	+$16.9K	﹤0.01%	465
2025 Q2	$61K	Sell	397 -755	-66%	-$113K	﹤0.01%	518
2025 Q1	$176K	Hold	1,152	–	–	﹤0.01%	371
2024 Q4	$145K	Buy	1,152 +1,055	+1,088%	+$138K	﹤0.01%	410
2024 Q3	$12.4K	Buy	+97	New	+$11.3K	﹤0.01%	740

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

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

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

Eastern Bank's WELL Position: Q3 2026 in Review

Eastern Bank increased its Welltower (WELL) stake by 16% in Q3 2026, buying an estimated $23.6K and bringing the position to 730 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Eastern Bank first reported a position in WELL in Q3 2024 and has held it in 9 quarters since. The position peaked at $176K in Q1 2025. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Eastern Bank held 730 shares of Welltower worth $168K as of Q3 2026.
Eastern Bank bought 100 Welltower shares in Q3 2026, an estimated $23.6K.
Welltower made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #420 holding.
Eastern Bank first reported a position in Welltower in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's Welltower position peaked at $176K in Q1 2025.
46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.