First National Bank of Omaha’s Welltower WELL Stock Holding History

First National Bank of Omaha’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	$228K	Buy	+1,000	New	+$211K	0.01%	492
2016 Q4	–	Sell	-19,445	Closed	-$1.45M	–	406
2016 Q3	$1.45M	Sell	19,445 -142	-0.7%	-$10.9K	0.11%	167
2016 Q2	$1.49M	Sell	19,587 -152	-0.8%	-$10.8K	0.11%	156
2016 Q1	$1.37M	Buy	19,739 +763	+4%	+$49.2K	0.1%	164
2015 Q4	$1.29M	Sell	18,976 -889	-4%	-$58K	0.09%	176
2015 Q3	$1.35M	Buy	19,865 +1,397	+8%	+$93.3K	0.1%	179
2015 Q2	$1.33M	Hold	18,468	–	–	0.09%	185
2015 Q1	$1.33M	Sell	18,468 -94	-0.5%	-$7.4K	0.09%	185
2014 Q4	$1.41M	Sell	18,562 -169	-0.9%	-$12.1K	0.1%	189
2014 Q3	$1.17M	Sell	18,731 -1,809	-9%	-$117K	0.09%	196
2014 Q2	$1.29M	Buy	20,540 +1,151	+6%	+$72.4K	0.09%	193
2014 Q1	$1.16M	Buy	19,389 +5,638	+41%	+$322K	0.09%	201
2013 Q4	$737K	Buy	13,751 +151	+1%	+$8.98K	0.06%	231
2013 Q3	$849K	Buy	13,600 +5,330	+64%	+$339K	0.07%	202
2013 Q2	$554K	Buy	+8,270	New	+$588K	0.05%	252

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

First National Bank of Omaha opened a new position in Welltower (WELL) in Q2 2026: 1,000 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: First National Bank of Omaha previously reported a position in WELL as recently as Q3 2016.

First National Bank of Omaha first reported a position in WELL in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.49M in Q2 2016. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

First National Bank of Omaha held 1,000 shares of Welltower worth $228K as of Q2 2026.
Welltower was a new First National Bank of Omaha position in Q2 2026.
Welltower made up 0.01% of First National Bank of Omaha's portfolio in Q2 2026, its #492 holding.
First National Bank of Omaha first reported a position in Welltower in Q2 2013 and has held it in 15 quarters since.
First National Bank of Omaha's Welltower position peaked at $1.49M in Q2 2016.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.