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 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

First Merchants Corp's WELL Position: Q2 2026 in Review

First Merchants Corp opened a new position in Welltower (WELL) in Q2 2026: 900 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: First Merchants Corp previously reported a position in WELL as recently as Q3 2019.

First Merchants Corp first reported a position in WELL in Q1 2019 and has held it in 4 quarters since. The position peaked at $494K in Q3 2019. 204 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

First Merchants Corp held 900 shares of Welltower worth $204K as of Q2 2026.
Welltower was a new First Merchants Corp position in Q2 2026.
Welltower made up 0.01% of First Merchants Corp's portfolio in Q2 2026, its #336 holding.
First Merchants Corp first reported a position in Welltower in Q1 2019 and has held it in 4 quarters since.
First Merchants Corp's Welltower position peaked at $494K in Q3 2019.
204 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.