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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
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

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

Eastern Bank's WELL Position: Q2 2026 in Review

Eastern Bank held its Welltower (WELL) position steady in Q2 2026 at 630 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Eastern Bank first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $176K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Eastern Bank held 630 shares of Welltower worth $143K as of Q2 2026.
  • Eastern Bank left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #438 holding.
  • Eastern Bank first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's Welltower position peaked at $176K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.