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Heartland Bank & Trust’s Welltower WELL Stock Holding History

Heartland 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
Q1 		$564K Buy
2,854
+82
+3% +$16.2K 0.13% 121
2025
Q4 		$515K Sell
2,772
-49
-2% -$9.15K 0.22% 93
2025
Q3 		$503K Sell
2,821
-40
-1% -$6.58K 0.21% 106
2025
Q2 		$440K Buy
+2,861
New +$428K 0.21% 105

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heartland Bank & Trust's WELL Position: Q1 2026 in Review

Heartland Bank & Trust increased its Welltower (WELL) stake by 3% in Q1 2026, buying an estimated $16.2K and bringing the position to 2,854 shares worth $564K. The position accounts for 0.13% of the portfolio, ranked #121.

Heartland Bank & Trust first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Heartland Bank & Trust held 2,854 shares of Welltower worth $564K as of Q1 2026.
  • Heartland Bank & Trust bought 82 Welltower shares in Q1 2026, an estimated $16.2K.
  • Welltower made up 0.13% of Heartland Bank & Trust's portfolio in Q1 2026, its #121 holding.
  • Heartland Bank & Trust first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.