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Midwest Trust’s Welltower WELL Stock Holding History

Midwest Trust’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 		$981K Sell
4,321
-115
-3% -$24.3K 0.01% 362
2026
Q1 		$877K Sell
4,436
-138
-3% -$27.3K 0.01% 359
2025
Q4 		$849K Sell
4,574
-2,748
-38% -$513K 0.01% 352
2025
Q3 		$1.3M Sell
7,322
-2,129
-23% -$350K 0.02% 316
2025
Q2 		$1.45M Buy
+9,451
New +$1.41M 0.02% 303

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

Midwest Trust's WELL Position: Q2 2026 in Review

Midwest Trust reduced its Welltower (WELL) stake by 2.6% in Q2 2026, selling an estimated $24.3K and leaving 4,321 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #362.

Midwest Trust first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q2 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Midwest Trust held 4,321 shares of Welltower worth $981K as of Q2 2026.
  • Midwest Trust sold 115 Welltower shares in Q2 2026, an estimated $24.3K.
  • Welltower made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #362 holding.
  • Midwest Trust first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Welltower position peaked at $1.45M in Q2 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.