Global Trust Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45.4K | Hold |
200
| – | – | 0.01% | 245 |
|
|
2026
Q1 | $39.5K | Hold |
200
| – | – | 0.02% | 272 |
|
|
2025
Q4 | $37.1K | Hold |
200
| – | – | 0.01% | 266 |
|
|
2025
Q3 | $35.6K | Hold |
200
| – | – | 0.02% | 298 |
|
|
2025
Q2 | $30.7K | Hold |
200
| – | – | 0.02% | 297 |
|
|
2025
Q1 | $30.6K | Hold |
200
| – | – | 0.02% | 281 |
|
|
2024
Q4 | $25.2K | Hold |
200
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $25.6K | Hold |
200
| – | – | 0.01% | 326 |
|
|
2024
Q2 | $20.9K | Hold |
200
| – | – | 0.01% | 314 |
|
|
2024
Q1 | $18.7K | Hold |
200
| – | – | 0.01% | 321 |
|
|
2023
Q4 | $18K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2023
Q3 | $16.4K | Hold |
200
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $16.2K | Hold |
200
| – | – | 0.01% | 308 |
|
|
2023
Q1 | $14.3K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $13.1K | Hold |
200
| – | – | 0.01% | 289 |
|
|
2022
Q3 | $13K | Hold |
200
| – | – | 0.01% | 303 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $19K | Hold |
200
| – | – | 0.01% | 337 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | 0.01% | 319 |
|
|
2021
Q3 | $16K | Hold |
200
| – | – | 0.01% | 297 |
|
|
2021
Q2 | $17K | Hold |
200
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $14K | Hold |
200
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $13K | Sell |
200
-250
| -56% | -$15.2K | 0.01% | 287 |
|
|
2020
Q3 | $25K | Hold |
450
| – | – | 0.02% | 237 |
|
|
2020
Q2 | $23K | Hold |
450
| – | – | 0.02% | 219 |
|
|
2020
Q1 | $21K | Hold |
450
| – | – | 0.02% | 234 |
|
|
2019
Q4 | $37K | Hold |
450
| – | – | 0.02% | 238 |
|
|
2019
Q3 | $41K | Sell |
450
-14,129
| -97% | -$1.23M | 0.03% | 204 |
|
|
2019
Q2 | $51K | Buy |
14,579
+14,129
| +3,140% | +$1.11M | 0.03% | 217 |
|
|
2019
Q1 | $35K | Hold |
450
| – | – | 0.03% | 225 |
|
|
2018
Q4 | $31K | Hold |
450
| – | – | 0.03% | 214 |
|
|
2018
Q3 | $29K | Sell |
450
-259
| -37% | -$16.7K | 0.02% | 247 |
|
|
2018
Q2 | $44K | Buy |
709
+459
| +184% | +$25.6K | 0.03% | 210 |
|
|
2018
Q1 | $14K | Hold |
250
| – | – | 0.01% | 270 |
|
|
2017
Q4 | $16K | Buy |
+250
| New | +$16.8K | 0.01% | 267 |
|
Other funds holding WELL
Global Trust Asset Management's WELL Position: Q2 2026 in Review
Global Trust Asset Management held its Welltower (WELL) position steady in Q2 2026 at 200 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #245.
Global Trust Asset Management first reported a position in WELL in Q4 2017 and has held it in 35 quarters since. The position peaked at $51K in Q2 2019. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Global Trust Asset Management held 200 shares of Welltower worth $45.4K as of Q2 2026.
- Global Trust Asset Management left its Welltower share count unchanged in Q2 2026.
- Welltower made up 0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #245 holding.
- Global Trust Asset Management first reported a position in Welltower in Q4 2017 and has held it in 35 quarters since.
- Global Trust Asset Management's Welltower position peaked at $51K in Q2 2019.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.