Grove Bank & 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
Q2 | $54.5K | Hold |
240
| – | – | 0.01% | 427 |
|
|
2026
Q1 | $47.5K | Buy |
240
+25
| +12% | +$4.94K | 0.01% | 430 |
|
|
2025
Q4 | $39.9K | Buy |
215
+3
| +1% | +$560 | ﹤0.01% | 447 |
|
|
2025
Q3 | $37.8K | Hold |
212
| – | – | ﹤0.01% | 450 |
|
|
2025
Q2 | $32.6K | Buy |
212
+65
| +44% | +$9.71K | ﹤0.01% | 470 |
|
|
2025
Q1 | $22.5K | Sell |
147
-552
| -79% | -$78.7K | ﹤0.01% | 510 |
|
|
2024
Q4 | $88.1K | Buy |
699
+10
| +1% | +$1.31K | 0.01% | 310 |
|
|
2024
Q3 | $88.2K | Buy |
689
+29
| +4% | +$3.38K | 0.01% | 305 |
|
|
2024
Q2 | $68.8K | Sell |
660
-90
| -12% | -$8.82K | 0.01% | 320 |
|
|
2024
Q1 | $70.1K | Hold |
750
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $67.6K | Sell |
750
-280
| -27% | -$24.3K | 0.01% | 323 |
|
|
2023
Q3 | $84.4K | Hold |
1,030
| – | – | 0.02% | 308 |
|
|
2023
Q2 | $83.3K | Hold |
1,030
| – | – | 0.02% | 311 |
|
|
2023
Q1 | $73.8K | Buy |
1,030
+85
| +9% | +$6.17K | 0.02% | 329 |
|
|
2022
Q4 | $62K | Buy |
+945
| New | +$60.8K | 0.01% | 349 |
|
|
2020
Q2 | – | Sell |
-7,056
| Closed | -$323K | – | 184 |
|
|
2020
Q1 | $323K | Buy |
7,056
+544
| +8% | +$40.1K | 0.13% | 134 |
|
|
2019
Q4 | $533K | Sell |
6,512
-121
| -2% | -$10.4K | 0.16% | 122 |
|
|
2019
Q3 | $601K | Buy |
6,633
+507
| +8% | +$44.1K | 0.19% | 113 |
|
|
2019
Q2 | $500K | Buy |
6,126
+6
| +0.1% | +$472 | 0.18% | 113 |
|
|
2019
Q1 | $475K | Buy |
6,120
+21
| +0.3% | +$1.57K | 0.18% | 116 |
|
|
2018
Q4 | $423K | Sell |
6,099
-350
| -5% | -$23.8K | 0.2% | 111 |
|
|
2018
Q3 | $415K | Sell |
6,449
-836
| -11% | -$54K | 0.17% | 116 |
|
|
2018
Q2 | $457K | Sell |
7,285
-510
| -7% | -$28.4K | 0.19% | 113 |
|
|
2018
Q1 | $425K | Buy |
7,795
+609
| +8% | +$34.4K | 0.19% | 120 |
|
|
2017
Q4 | $458K | Sell |
7,186
-3,290
| -31% | -$221K | 0.2% | 112 |
|
|
2017
Q3 | $737K | Buy |
10,476
+3,202
| +44% | +$233K | 0.36% | 68 |
|
|
2017
Q2 | $544K | Buy |
7,274
+428
| +6% | +$31.3K | 0.35% | 72 |
|
|
2017
Q1 | $485K | Sell |
6,846
-2,733
| -29% | -$184K | 0.4% | 54 |
|
|
2016
Q4 | $641K | Sell |
9,579
-1,289
| -12% | -$85.4K | 0.49% | 50 |
|
|
2016
Q3 | $812K | Buy |
10,868
+346
| +3% | +$26.5K | 0.69% | 41 |
|
|
2016
Q2 | $802K | Buy |
10,522
+237
| +2% | +$16.8K | 0.72% | 40 |
|
|
2016
Q1 | $713K | Buy |
10,285
+265
| +3% | +$17.1K | 0.65% | 42 |
|
|
2015
Q4 | $682K | Buy |
+10,020
| New | +$654K | 0.61% | 41 |
|
Other funds holding WELL
Grove Bank & Trust's WELL Position: Q2 2026 in Review
Grove Bank & Trust held its Welltower (WELL) position steady in Q2 2026 at 240 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #427.
Grove Bank & Trust first reported a position in WELL in Q4 2015 and has held it in 33 quarters since. The position peaked at $812K in Q3 2016. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Grove Bank & Trust held 240 shares of Welltower worth $54.5K as of Q2 2026.
- Grove Bank & Trust left its Welltower share count unchanged in Q2 2026.
- Welltower made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #427 holding.
- Grove Bank & Trust first reported a position in Welltower in Q4 2015 and has held it in 33 quarters since.
- Grove Bank & Trust's Welltower position peaked at $812K in Q3 2016.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.