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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
Q2 		$639K Sell
2,816
-38
-1% -$8.03K 0.13% 119
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heartland Bank & Trust's WELL Position: Q2 2026 in Review

Heartland Bank & Trust reduced its Welltower (WELL) stake by 1.3% in Q2 2026, selling an estimated $8.03K and leaving 2,816 shares worth $639K. The position accounts for 0.13% of the portfolio, ranked #119.

Heartland Bank & Trust first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Heartland Bank & Trust held 2,816 shares of Welltower worth $639K as of Q2 2026.
  • Heartland Bank & Trust sold 38 Welltower shares in Q2 2026, an estimated $8.03K.
  • Welltower made up 0.13% of Heartland Bank & Trust's portfolio in Q2 2026, its #119 holding.
  • Heartland Bank & Trust first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.