Farmers & Merchants Investments Inc’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.46M | Buy |
6,442
+64
| +1% | +$13.5K | 0.04% | 195 |
|
|
2026
Q1 | $1.26M | Sell |
6,378
-95
| -1% | -$18.8K | 0.03% | 190 |
|
|
2025
Q4 | $1.2M | Sell |
6,473
-576
| -8% | -$108K | 0.03% | 189 |
|
|
2025
Q3 | $1.26M | Buy |
7,049
+14
| +0.2% | +$2.3K | 0.04% | 188 |
|
|
2025
Q2 | $1.08M | Buy |
7,035
+42
| +0.6% | +$6.28K | 0.03% | 194 |
|
|
2025
Q1 | $1.07M | Buy |
6,993
+20
| +0.3% | +$2.85K | 0.03% | 189 |
|
|
2024
Q4 | $879K | Hold |
6,973
| – | – | 0.03% | 205 |
|
|
2024
Q3 | $893K | Sell |
6,973
-17
| -0.2% | -$1.98K | 0.03% | 198 |
|
|
2024
Q2 | $729K | Hold |
6,990
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $653K | Hold |
6,990
| – | – | 0.02% | 210 |
|
|
2023
Q4 | $630K | Buy |
6,990
+5
| +0.1% | +$434 | 0.02% | 215 |
|
|
2023
Q3 | $572K | Buy |
6,985
+10
| +0.1% | +$822 | 0.02% | 218 |
|
|
2023
Q2 | $564K | Buy |
6,975
+1,633
| +31% | +$126K | 0.02% | 221 |
|
|
2023
Q1 | $383K | Sell |
5,342
-847
| -14% | -$61.4K | 0.02% | 244 |
|
|
2022
Q4 | $406K | Sell |
6,189
-65
| -1% | -$4.18K | 0.02% | 245 |
|
|
2022
Q3 | $402K | Sell |
6,254
-120
| -2% | -$9.38K | 0.02% | 247 |
|
|
2022
Q2 | $525K | Buy |
6,374
+82
| +1% | +$7.3K | 0.02% | 234 |
|
|
2022
Q1 | $605K | Sell |
6,292
-151
| -2% | -$13.1K | 0.02% | 235 |
|
|
2021
Q4 | $553K | Sell |
6,443
-83
| -1% | -$6.92K | 0.02% | 238 |
|
|
2021
Q3 | $538K | Buy |
6,526
+1,301
| +25% | +$112K | 0.02% | 237 |
|
|
2021
Q2 | $434K | Buy |
5,225
+10
| +0.2% | +$766 | 0.02% | 204 |
|
|
2021
Q1 | $374K | Hold |
5,215
| – | – | 0.02% | 209 |
|
|
2020
Q4 | $337K | Hold |
5,215
| – | – | 0.02% | 208 |
|
|
2020
Q3 | $287K | Buy |
5,215
+7
| +0.1% | +$384 | 0.02% | 207 |
|
|
2020
Q2 | $270K | Buy |
5,208
+15
| +0.3% | +$737 | 0.02% | 207 |
|
|
2020
Q1 | $238K | Buy |
5,193
+3
| +0.1% | +$221 | 0.02% | 203 |
|
|
2019
Q4 | $424K | Hold |
5,190
| – | – | 0.03% | 194 |
|
|
2019
Q3 | $470K | Buy |
5,190
+9
| +0.2% | +$783 | 0.03% | 189 |
|
|
2019
Q2 | $422K | Buy |
5,181
+20
| +0.4% | +$1.57K | 0.03% | 194 |
|
|
2019
Q1 | $400K | Buy |
5,161
+16
| +0.3% | +$1.2K | 0.03% | 193 |
|
|
2018
Q4 | $357K | Hold |
5,145
| – | – | 0.03% | 188 |
|
|
2018
Q3 | $331K | Buy |
5,145
+11
| +0.2% | +$711 | 0.02% | 196 |
|
|
2018
Q2 | $322K | Buy |
5,134
+16
| +0.3% | +$892 | 0.02% | 202 |
|
|
2018
Q1 | $279K | Hold |
5,118
| – | – | 0.02% | 212 |
|
|
2017
Q4 | $326K | Hold |
5,118
| – | – | 0.02% | 211 |
|
|
2017
Q3 | $360K | Buy |
5,118
+88
| +2% | +$6.4K | 0.03% | 207 |
|
|
2017
Q2 | $376K | Buy |
5,030
+30
| +0.6% | +$2.19K | 0.03% | 205 |
|
|
2017
Q1 | $354K | Hold |
5,000
| – | – | 0.03% | 201 |
|
|
2016
Q4 | $335K | Hold |
5,000
| – | – | 0.03% | 207 |
|
|
2016
Q3 | $374K | Buy |
+5,000
| New | +$383K | 0.04% | 184 |
|
Other funds holding WELL
CIM
DPIM
Farmers & Merchants Investments Inc's WELL Position: Q2 2026 in Review
Farmers & Merchants Investments Inc increased its Welltower (WELL) stake by 1% in Q2 2026, buying an estimated $13.5K and bringing the position to 6,442 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #195.
Farmers & Merchants Investments Inc first reported a position in WELL in Q3 2016 and has held it in 40 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Farmers & Merchants Investments Inc held 6,442 shares of Welltower worth $1.46M as of Q2 2026.
- Farmers & Merchants Investments Inc bought 64 Welltower shares in Q2 2026, an estimated $13.5K.
- Welltower made up 0.04% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #195 holding.
- Farmers & Merchants Investments Inc first reported a position in Welltower in Q3 2016 and has held it in 40 quarters since.
- 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.