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Kentucky Trust Company’s Welltower WELL Stock Holding History

Kentucky Trust Company’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 		$22K Hold
97
– – 0.01% 218
2026
Q1 		$19.2K Hold
97
– – 0.01% 221
2025
Q4 		$18K Buy
+97
New +$18.1K 0.01% 220

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Kentucky Trust Company's WELL Position: Q2 2026 in Review

Kentucky Trust Company held its Welltower (WELL) position steady in Q2 2026 at 97 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #218.

Kentucky Trust Company first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kentucky Trust Company held 97 shares of Welltower worth $22K as of Q2 2026.
  • Kentucky Trust Company left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.01% of Kentucky Trust Company's portfolio in Q2 2026, its #218 holding.
  • Kentucky Trust Company first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.