First United Bank & Trust’s Welltower WELL Stock Holding History

First United Bank & 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 Q2	$190K	Buy	839 +39	+5%	+$8.24K	0.05%	154
2026 Q1	$158K	Hold	800	–	–	0.05%	156
2025 Q4	$148K	Hold	800	–	–	0.05%	161
2025 Q3	$143K	Hold	800	–	–	0.05%	166
2025 Q2	$123K	Hold	800	–	–	0.04%	168
2025 Q1	$123K	Hold	800	–	–	0.05%	167
2024 Q4	$101K	Hold	800	–	–	0.04%	173
2024 Q3	$102K	Hold	800	–	–	0.04%	179
2024 Q2	$83.4K	Hold	800	–	–	0.03%	199
2024 Q1	$74.8K	Sell	800 -90	-10%	-$8.15K	0.03%	211
2023 Q4	$80.3K	Buy	+890	New	+$77.2K	0.03%	197

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

First United Bank & Trust's WELL Position: Q2 2026 in Review

First United Bank & Trust increased its Welltower (WELL) stake by 4.9% in Q2 2026, buying an estimated $8.24K and bringing the position to 839 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #154.

First United Bank & Trust first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

First United Bank & Trust held 839 shares of Welltower worth $190K as of Q2 2026.
First United Bank & Trust bought 39 Welltower shares in Q2 2026, an estimated $8.24K.
Welltower made up 0.05% of First United Bank & Trust's portfolio in Q2 2026, its #154 holding.
First United Bank & Trust first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.