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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
Q3 		$237K Hold
1,030
– – 0.09% 93
2026
Q2 		$234K Hold
1,030
– – 0.09% 96
2026
Q1 		$204K Buy
+1,030
New +$204K 0.08% 102

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

Emprise Bank's WELL Position: Q3 2026 in Review

Emprise Bank held its Welltower (WELL) position steady in Q3 2026 at 1,030 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #93.

Emprise Bank first reported a position in WELL in Q1 2026 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Emprise Bank held 1,030 shares of Welltower worth $237K as of Q3 2026.
  • Emprise Bank left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.09% of Emprise Bank's portfolio in Q3 2026, its #93 holding.
  • Emprise Bank first reported a position in Welltower in Q1 2026 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Emprise Bank's 13F filing for Q3 2026, filed 7 Oct 2026.