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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
Q2 		$4.72M Buy
20,808
+1,572
+8% +$332K 0.09% 168
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 $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 $3.38T AUM 44.17% 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

Laird Norton Wetherby Trust Company's WELL Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Welltower (WELL) stake by 8.2% in Q2 2026, buying an estimated $332K and bringing the position to 20,808 shares worth $4.72M. The position accounts for 0.09% of the portfolio, ranked #168.

Laird Norton Wetherby Trust Company first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 20,808 shares of Welltower worth $4.72M as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 1,572 Welltower shares in Q2 2026, an estimated $332K.
  • Welltower made up 0.09% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #168 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.