First National Trust
WELL icon

First National Trust’s Welltower WELL Stock Holding History

First National Trust’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 		$299K Buy
1,297
+211
+19% +$49.9K 0.01% 335
2026
Q2 		$246K Hold
1,086
– – 0.01% 348
2026
Q1 		$215K Sell
1,086
-5
-0.5% -$988 0.01% 382
2025
Q4 		$202K Buy
+1,091
New +$204K 0.01% 390

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
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

First National Trust's WELL Position: Q3 2026 in Review

First National Trust increased its Welltower (WELL) stake by 19% in Q3 2026, buying an estimated $49.9K and bringing the position to 1,297 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #335.

First National Trust first reported a position in WELL in Q4 2025 and has held it in 4 quarters since. 560 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • First National Trust held 1,297 shares of Welltower worth $299K as of Q3 2026.
  • First National Trust bought 211 Welltower shares in Q3 2026, an estimated $49.9K.
  • Welltower made up 0.01% of First National Trust's portfolio in Q3 2026, its #335 holding.
  • First National Trust first reported a position in Welltower in Q4 2025 and has held it in 4 quarters since.
  • 560 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on First National Trust's 13F filing for Q3 2026, filed 28 Oct 2026.