Independence Bank of Kentucky’s Welltower WELL Stock Holding History

Independence Bank of Kentucky’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	$26.3K	Sell	116 -355	-75%	-$75.1K	﹤0.01%	443
2026 Q1	$93.1K	Sell	471 -25	-5%	-$4.94K	0.01%	353
2025 Q4	$92.1K	Buy	496 +45	+10%	+$8.4K	0.01%	362
2025 Q3	$80.3K	Buy	451 +110	+32%	+$18.1K	0.01%	371
2025 Q2	$52.4K	Buy	341 +8	+2%	+$1.2K	0.01%	399
2025 Q1	$51K	Hold	333	–	–	0.01%	392
2024 Q4	$42K	Hold	333	–	–	0.01%	411
2024 Q3	$42.6K	Buy	+333	New	+$38.9K	0.01%	380
2020 Q4	–	Sell	-72	Closed	-$4K	–	384
2020 Q3	$4K	Buy	+72	New	+$3.95K	﹤0.01%	340

Other funds holding WELL

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

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

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Independence Bank of Kentucky's WELL Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Welltower (WELL) stake by 75% in Q2 2026, selling an estimated $75.1K and leaving 116 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Independence Bank of Kentucky first reported a position in WELL in Q3 2020 and has held it in 9 quarters since. The position peaked at $93.1K in Q1 2026. 1,209 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Independence Bank of Kentucky held 116 shares of Welltower worth $26.3K as of Q2 2026.
Independence Bank of Kentucky sold 355 Welltower shares in Q2 2026, an estimated $75.1K.
Welltower made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #443 holding.
Independence Bank of Kentucky first reported a position in Welltower in Q3 2020 and has held it in 9 quarters since.
Independence Bank of Kentucky's Welltower position peaked at $93.1K in Q1 2026.
1,209 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.