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Indiana Trust & Investment Management’s Welltower WELL Stock Holding History

Indiana Trust & Investment Management’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 		$102K Hold
450
– – 0.03% 232
2026
Q1 		$89K Buy
+450
New +$88.9K 0.03% 242
2013
Q4 		– Sell
-300
Closed -$19K – 313
2013
Q3 		$19K Buy
+300
New +$19.1K 0.01% 224

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

Indiana Trust & Investment Management's WELL Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Welltower (WELL) position steady in Q2 2026 at 450 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #232.

Indiana Trust & Investment Management first reported a position in WELL in Q3 2013 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Indiana Trust & Investment Management held 450 shares of Welltower worth $102K as of Q2 2026.
  • Indiana Trust & Investment Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.03% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #232 holding.
  • Indiana Trust & Investment Management first reported a position in Welltower in Q3 2013 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.