Greenleaf Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.08M | Buy |
10,497
+692
| +7% | +$137K | 0.02% | 195 |
|
|
2025
Q4 | $1.82M | Buy |
9,805
+161
| +2% | +$30.1K | 0.02% | 223 |
|
|
2025
Q3 | $1.72M | Sell |
9,644
-77
| -0.8% | -$12.7K | 0.02% | 228 |
|
|
2025
Q2 | $1.49M | Sell |
9,721
-527
| -5% | -$78.8K | 0.01% | 248 |
|
|
2025
Q1 | $1.57M | Buy |
10,248
+828
| +9% | +$118K | 0.01% | 237 |
|
|
2024
Q4 | $1.19M | Buy |
9,420
+341
| +4% | +$44.8K | 0.01% | 289 |
|
|
2024
Q3 | $1.16M | Buy |
9,079
+66
| +0.7% | +$7.7K | 0.01% | 298 |
|
|
2024
Q2 | $940K | Buy |
9,013
+1,107
| +14% | +$108K | 0.01% | 312 |
|
|
2024
Q1 | $739K | Sell |
7,906
-129
| -2% | -$11.7K | 0.01% | 364 |
|
|
2023
Q4 | $725K | Buy |
8,035
+457
| +6% | +$39.6K | 0.01% | 361 |
|
|
2023
Q3 | $621K | Buy |
7,578
+183
| +2% | +$15.1K | 0.01% | 377 |
|
|
2023
Q2 | $598K | Buy |
7,395
+722
| +11% | +$55.6K | 0.01% | 410 |
|
|
2023
Q1 | $478K | Buy |
6,673
+398
| +6% | +$28.9K | 0.01% | 470 |
|
|
2022
Q4 | $411K | Buy |
6,275
+1,083
| +21% | +$69.6K | 0.01% | 499 |
|
|
2022
Q3 | $334K | Buy |
5,192
+199
| +4% | +$15.6K | ﹤0.01% | 504 |
|
|
2022
Q2 | $411K | Sell |
4,993
-540
| -10% | -$48K | 0.01% | 462 |
|
|
2022
Q1 | $532K | Buy |
5,533
+821
| +17% | +$71.3K | 0.01% | 395 |
|
|
2021
Q4 | $404K | Buy |
4,712
+43
| +0.9% | +$3.58K | ﹤0.01% | 494 |
|
|
2021
Q3 | $385K | Buy |
4,669
+283
| +6% | +$24.3K | ﹤0.01% | 493 |
|
|
2021
Q2 | $364K | Buy |
4,386
+427
| +11% | +$32.7K | ﹤0.01% | 498 |
|
|
2021
Q1 | $284K | Buy |
3,959
+338
| +9% | +$22.7K | ﹤0.01% | 568 |
|
|
2020
Q4 | $234K | Buy |
+3,621
| New | +$220K | ﹤0.01% | 551 |
|
|
2020
Q1 | – | Sell |
-8,317
| Closed | -$680K | – | 607 |
|
|
2019
Q4 | $680K | Buy |
8,317
+403
| +5% | +$34.5K | 0.01% | 227 |
|
|
2019
Q3 | $717K | Buy |
7,914
+215
| +3% | +$18.7K | 0.01% | 210 |
|
|
2019
Q2 | $628K | Buy |
7,699
+219
| +3% | +$17.2K | 0.01% | 236 |
|
|
2019
Q1 | $580K | Buy |
7,480
+381
| +5% | +$28.6K | 0.01% | 234 |
|
|
2018
Q4 | $493K | Buy |
7,099
+322
| +5% | +$21.9K | 0.01% | 259 |
|
|
2018
Q3 | $436K | Buy |
6,777
+270
| +4% | +$17.4K | 0.01% | 308 |
|
|
2018
Q2 | $408K | Buy |
+6,507
| New | +$363K | 0.01% | 317 |
|
|
2018
Q1 | – | Sell |
-297
| Closed | -$19K | – | 668 |
|
|
2017
Q4 | $19K | Sell |
297
-22
| -7% | -$1.48K | ﹤0.01% | 599 |
|
|
2017
Q3 | $22K | Buy |
+319
| New | +$23.2K | ﹤0.01% | 565 |
|
Other funds holding WELL
VCM
VPM
Greenleaf Trust's WELL Position: Q1 2026 in Review
Greenleaf Trust increased its Welltower (WELL) stake by 7.1% in Q1 2026, buying an estimated $137K and bringing the position to 10,497 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #195.
Greenleaf Trust first reported a position in WELL in Q3 2017 and has held it in 31 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Greenleaf Trust held 10,497 shares of Welltower worth $2.08M as of Q1 2026.
- Greenleaf Trust bought 692 Welltower shares in Q1 2026, an estimated $137K.
- Welltower made up 0.02% of Greenleaf Trust's portfolio in Q1 2026, its #195 holding.
- Greenleaf Trust first reported a position in Welltower in Q3 2017 and has held it in 31 quarters since.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.