First Merchants Corp
WELL icon

First Merchants Corp’s Welltower WELL Stock Holding History

First Merchants Corp’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 		$207K Hold
900
– – 0.01% 335
2026
Q2 		$204K Buy
+900
New +$190K 0.01% 336
2019
Q4 		– Sell
-5,448
Closed -$494K – 269
2019
Q3 		$494K Buy
5,448
+2,608
+92% +$227K 0.05% 209
2019
Q2 		$232K Hold
2,840
– – 0.04% 197
2019
Q1 		$220K Buy
+2,840
New +$213K 0.04% 194

Other funds holding WELL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

First Merchants Corp's WELL Position: Q3 2026 in Review

First Merchants Corp held its Welltower (WELL) position steady in Q3 2026 at 900 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #335.

First Merchants Corp first reported a position in WELL in Q1 2019 and has held it in 5 quarters since. The position peaked at $494K in Q3 2019. 557 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • First Merchants Corp held 900 shares of Welltower worth $207K as of Q3 2026.
  • First Merchants Corp left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.01% of First Merchants Corp's portfolio in Q3 2026, its #335 holding.
  • First Merchants Corp first reported a position in Welltower in Q1 2019 and has held it in 5 quarters since.
  • First Merchants Corp's Welltower position peaked at $494K in Q3 2019.
  • 557 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on First Merchants Corp's 13F filing for Q3 2026, filed 15 Oct 2026.