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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
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. 1,208 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.
  • 1,208 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.