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First Citizens Bank & Trust’s Welltower WELL Stock Holding History

First Citizens Bank & Trust’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 		$639K Buy
2,815
+221
+9% +$46.7K 0.01% 406
2026
Q1 		$513K Buy
2,594
+75
+3% +$14.8K 0.01% 432
2025
Q4 		$468K Buy
2,519
+1,054
+72% +$197K 0.01% 453
2025
Q3 		$261K Buy
+1,465
New +$241K 0.01% 566
2018
Q3 		– Sell
-3,809
Closed -$239K – 451
2018
Q2 		$239K Sell
3,809
-657
-15% -$36.6K 0.03% 387
2018
Q1 		$244K Sell
4,466
-16,431
-79% -$928K 0.03% 364
2017
Q4 		$1.33M Sell
20,897
-4,894
-19% -$328K 0.18% 135
2017
Q3 		$1.81M Sell
25,791
-10,148
-28% -$738K 0.24% 123
2017
Q2 		$2.69M Buy
35,939
+27,333
+318% +$2M 0.35% 86
2017
Q1 		$609K Sell
8,606
-22,301
-72% -$1.5M 0.07% 222
2016
Q4 		$2.07M Sell
30,907
-12,446
-29% -$824K 0.23% 119
2016
Q3 		$3.24M Buy
43,353
+39,329
+977% +$3.01M 0.3% 102
2016
Q2 		$307K Sell
4,024
-281
-7% -$20K 0.03% 406
2016
Q1 		$299K Sell
4,305
-321
-7% -$20.7K 0.03% 378
2015
Q4 		$315K Buy
4,626
+1,427
+45% +$93.1K 0.02% 311
2015
Q3 		$217K Sell
3,199
-315
-9% -$21K 0.02% 357
2015
Q2 		$231K Buy
3,514
+482
+16% +$34.6K 0.02% 372
2015
Q1 		$235K Buy
3,032
+187
+7% +$14.7K 0.02% 343
2014
Q4 		$215K Buy
+2,845
New +$203K 0.02% 307
2013
Q4 		– Sell
-26,961
Closed -$1.68M – 801
2013
Q3 		$1.68M Sell
26,961
-1,044
-4% -$66.4K 0.06% 274
2013
Q2 		$1.88M Buy
+28,005
New +$1.99M 0.08% 238

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

First Citizens Bank & Trust's WELL Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Welltower (WELL) stake by 8.5% in Q2 2026, buying an estimated $46.7K and bringing the position to 2,815 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #406.

First Citizens Bank & Trust first reported a position in WELL in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.24M in Q3 2016. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • First Citizens Bank & Trust held 2,815 shares of Welltower worth $639K as of Q2 2026.
  • First Citizens Bank & Trust bought 221 Welltower shares in Q2 2026, an estimated $46.7K.
  • Welltower made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #406 holding.
  • First Citizens Bank & Trust first reported a position in Welltower in Q2 2013 and has held it in 21 quarters since.
  • First Citizens Bank & Trust's Welltower position peaked at $3.24M in Q3 2016.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.