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Mechanics Financial Corp’s Welltower WELL Stock Holding History

Mechanics Financial Corp’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 		$79.1K Hold
400
– – 0.03% 156
2025
Q4 		$74.2K Hold
400
– – 0.03% 158
2025
Q3 		$71.3K Hold
400
– – 0.03% 154
2025
Q2 		$61.5K Hold
400
– – 0.03% 165
2025
Q1 		$61.3K Hold
400
– – 0.03% 164
2024
Q4 		$50.4K Hold
400
– – 0.02% 167
2024
Q3 		$51.2K Buy
+400
New +$46.7K 0.02% 162

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

Mechanics Financial Corp's WELL Position: Q1 2026 in Review

Mechanics Financial Corp held its Welltower (WELL) position steady in Q1 2026 at 400 shares worth $79.1K. The position accounts for 0.03% of the portfolio, ranked #156.

Mechanics Financial Corp first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Mechanics Financial Corp held 400 shares of Welltower worth $79.1K as of Q1 2026.
  • Mechanics Financial Corp left its Welltower share count unchanged in Q1 2026.
  • Welltower made up 0.03% of Mechanics Financial Corp's portfolio in Q1 2026, its #156 holding.
  • Mechanics Financial Corp first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.