Emprise Bank’s Welltower WELL Stock Holding History

Emprise 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	$234K	Hold	1,030	–	–	0.09%	96
2026 Q1	$204K	Buy	+1,030	New	+$204K	0.08%	102

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

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

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Emprise Bank's WELL Position: Q2 2026 in Review

Emprise Bank held its Welltower (WELL) position steady in Q2 2026 at 1,030 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #96.

Emprise Bank first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Emprise Bank held 1,030 shares of Welltower worth $234K as of Q2 2026.
Emprise Bank left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.09% of Emprise Bank's portfolio in Q2 2026, its #96 holding.
Emprise Bank first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Emprise Bank's 13F filing for Q2 2026, filed 7 Jul 2026.