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Mechanics Bank - Trust Department’s Welltower WELL Stock Holding History

Mechanics Bank - Trust Department’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 		$375K Buy
1,651
+2
+0.1% +$423 0.05% 168
2026
Q1 		$326K Hold
1,649
– – 0.05% 171
2025
Q4 		$306K Hold
1,649
– – 0.04% 178
2025
Q3 		$294K Hold
1,649
– – 0.04% 182
2025
Q2 		$254K Hold
1,649
– – 0.04% 196
2025
Q1 		$253K Hold
1,649
– – 0.03% 204
2024
Q4 		$208K Hold
1,649
– – 0.03% 211
2024
Q3 		$211K Buy
+1,649
New +$192K 0.03% 197

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

Mechanics Bank - Trust Department's WELL Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its Welltower (WELL) stake by 0.12% in Q2 2026, buying an estimated $423 and bringing the position to 1,651 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #168.

Mechanics Bank - Trust Department first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mechanics Bank - Trust Department held 1,651 shares of Welltower worth $375K as of Q2 2026.
  • Mechanics Bank - Trust Department bought 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up 0.05% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #168 holding.
  • Mechanics Bank - Trust Department first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.