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Laird Norton Wetherby Trust Company’s Welltower WELL Stock Holding History

Laird Norton Wetherby 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
Q1 		$3.8M Buy
19,236
+460
+2% +$90.9K 0.08% 190
2025
Q4 		$3.49M Buy
+18,776
New +$3.51M 0.07% 214

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laird Norton Wetherby Trust Company's WELL Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company increased its Welltower (WELL) stake by 2.4% in Q1 2026, buying an estimated $90.9K and bringing the position to 19,236 shares worth $3.8M. The position accounts for 0.08% of the portfolio, ranked #190.

Laird Norton Wetherby Trust Company first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 19,236 shares of Welltower worth $3.8M as of Q1 2026.
  • Laird Norton Wetherby Trust Company bought 460 Welltower shares in Q1 2026, an estimated $90.9K.
  • Welltower made up 0.08% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #190 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.