First Horizon Corporation’s Welltower WELL Stock Holding History

First Horizon Corporation’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	$616K	Buy	2,713 +94	+4%	+$19.9K	0.02%	267
2026 Q1	$518K	Sell	2,619 -17	-0.6%	-$3.36K	0.02%	281
2025 Q4	$489K	Buy	2,636 +1,019	+63%	+$190K	0.02%	276
2025 Q3	$288K	Buy	+1,617	New	+$266K	0.01%	331
2021 Q2	$3K	Hold	45	–	–	﹤0.01%	922
2021 Q1	$3K	Sell	45 -1	-2%	-$67	﹤0.01%	901
2020 Q4	$2K	Buy	46 +14	+44%	+$850	﹤0.01%	938
2020 Q3	$1K	Buy	+32	New	+$1.76K	﹤0.01%	986

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

First Horizon Corporation's WELL Position: Q2 2026 in Review

First Horizon Corporation increased its Welltower (WELL) stake by 3.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,713 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #267.

First Horizon Corporation first reported a position in WELL in Q3 2020 and has held it in 8 quarters since. 711 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

First Horizon Corporation held 2,713 shares of Welltower worth $616K as of Q2 2026.
First Horizon Corporation bought 94 Welltower shares in Q2 2026, an estimated $19.9K.
Welltower made up 0.02% of First Horizon Corporation's portfolio in Q2 2026, its #267 holding.
First Horizon Corporation first reported a position in Welltower in Q3 2020 and has held it in 8 quarters since.
711 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.