Hancock Whitney’s Welltower WELL Stock Holding History

Hancock Whitney’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	$261K	Buy	1,152 +89	+8%	+$18.8K	﹤0.01%	695
2026 Q1	$221K	Buy	+1,063	New	+$210K	﹤0.01%	726
2025 Q3	–	Sell	-1,406	Closed	-$216K	–	808
2025 Q2	$216K	Buy	+1,406	New	+$210K	﹤0.01%	724
2021 Q3	–	Sell	-2,463	Closed	-$205K	–	818
2021 Q2	$205K	Buy	+2,463	New	+$189K	0.01%	762
2019 Q4	–	Sell	-2,528	Closed	-$229K	–	874
2019 Q3	$229K	Sell	2,528 -121	-5%	-$10.5K	0.01%	744
2019 Q2	$216K	Buy	+2,649	New	+$208K	0.01%	784
2016 Q3	–	Sell	-3,255	Closed	-$248K	–	611
2016 Q2	$248K	Buy	+3,255	New	+$231K	0.01%	483
2014 Q1	–	Sell	-3,959	Closed	-$212K	–	541
2013 Q4	$212K	Buy	+3,959	New	+$235K	0.01%	496

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hancock Whitney's WELL Position: Q2 2026 in Review

Hancock Whitney increased its Welltower (WELL) stake by 8.4% in Q2 2026, buying an estimated $18.8K and bringing the position to 1,152 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Hancock Whitney first reported a position in WELL in Q4 2013 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Hancock Whitney held 1,152 shares of Welltower worth $261K as of Q2 2026.
Hancock Whitney bought 89 Welltower shares in Q2 2026, an estimated $18.8K.
Welltower made up ﹤0.01% of Hancock Whitney's portfolio in Q2 2026, its #695 holding.
Hancock Whitney first reported a position in Welltower in Q4 2013 and has held it in 8 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.