First National Bank of Mount Dora’s Welltower WELL Stock Holding History

First National Bank of Mount Dora’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	$7.46M	Sell	32,878 -188	-0.6%	-$39.7K	1.49%	24
2026 Q1	$6.54M	Buy	33,066 +30,681	+1,286%	+$6.06M	1.41%	27
2025 Q4	$443K	Hold	2,385	–	–	0.1%	94
2025 Q3	$425K	Sell	2,385 -70	-3%	-$11.5K	0.09%	96
2025 Q2	$377K	Hold	2,455	–	–	0.09%	104
2025 Q1	$376K	Hold	2,455	–	–	0.09%	102
2024 Q4	$309K	Hold	2,455	–	–	0.07%	114
2024 Q3	$314K	Hold	2,455	–	–	0.07%	118
2024 Q2	$256K	Hold	2,455	–	–	0.06%	122
2024 Q1	$229K	Hold	2,455	–	–	0.06%	122
2023 Q4	$221K	Hold	2,455	–	–	0.06%	114
2023 Q3	$201K	Buy	+2,455	New	+$202K	0.06%	117
2022 Q3	–	Sell	-2,455	Closed	-$202K	–	132
2022 Q2	$202K	Hold	2,455	–	–	0.07%	120
2022 Q1	$236K	Hold	2,455	–	–	0.07%	115
2021 Q4	$211K	Hold	2,455	–	–	0.06%	117
2021 Q3	$202K	Hold	2,455	–	–	0.07%	113
2021 Q2	$204K	Buy	+2,455	New	+$188K	0.07%	110

Other funds holding WELL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

First National Bank of Mount Dora's WELL Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its Welltower (WELL) stake by 0.57% in Q2 2026, selling an estimated $39.7K and leaving 32,878 shares worth $7.46M. The position accounts for 1.49% of the portfolio, ranked #24.

First National Bank of Mount Dora first reported a position in WELL in Q2 2021 and has held it in 17 quarters since. 617 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

First National Bank of Mount Dora held 32,878 shares of Welltower worth $7.46M as of Q2 2026.
First National Bank of Mount Dora sold 188 Welltower shares in Q2 2026, an estimated $39.7K.
Welltower made up 1.49% of First National Bank of Mount Dora's portfolio in Q2 2026, its #24 holding.
First National Bank of Mount Dora first reported a position in Welltower in Q2 2021 and has held it in 17 quarters since.
617 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.