Moody National Bank Trust Division’s Welltower WELL Stock Holding History

Moody National Bank Trust Division’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	$366K	Sell	1,614 -84	-5%	-$17.8K	0.03%	386
2026 Q1	$336K	Buy	1,698 +10	+0.6%	+$1.98K	0.03%	400
2025 Q4	$313K	Buy	1,688 +143	+9%	+$26.7K	0.03%	401
2025 Q3	$275K	Hold	1,545	–	–	0.02%	429
2025 Q2	$238K	Sell	1,545 -6	-0.4%	-$897	0.02%	442
2025 Q1	$238K	Buy	+1,551	New	+$221K	0.02%	438
2024 Q3	–	Sell	-3,164	Closed	-$330K	–	491
2024 Q2	$330K	Hold	3,164	–	–	0.03%	368
2024 Q1	$296K	Sell	3,164 -1,150	-27%	-$104K	0.02%	397
2023 Q4	$389K	Sell	4,314 -4,926	-53%	-$427K	0.03%	376
2023 Q3	$757K	Buy	9,240 +858	+10%	+$70.6K	0.05%	285
2023 Q2	$678K	Hold	8,382	–	–	0.05%	299
2023 Q1	$601K	Sell	8,382 -203	-2%	-$14.7K	0.05%	320
2022 Q4	$563K	Buy	8,585 +119	+1%	+$7.65K	0.05%	315
2022 Q3	$544K	Buy	8,466 +448	+6%	+$35K	0.06%	307
2022 Q2	$661K	Sell	8,018 -9,825	-55%	-$874K	0.07%	237
2022 Q1	$1.72M	Sell	17,843 -1,410	-7%	-$122K	0.05%	131
2021 Q4	$1.65M	Sell	19,253 -11,657	-38%	-$972K	0.05%	155
2021 Q3	$2.55M	Sell	30,910 -45	-0.1%	-$3.87K	0.04%	218
2021 Q2	$2.57M	Sell	30,955 -124	-0.4%	-$9.49K	0.05%	219
2021 Q1	$2.23M	Buy	31,079 +49	+0.2%	+$3.29K	0.05%	221
2020 Q4	$2M	Hold	31,030	–	–	0.05%	215
2020 Q3	$1.71M	Hold	31,030	–	–	0.05%	209
2020 Q2	$1.61M	Buy	31,030 +11,387	+58%	+$560K	0.05%	210
2020 Q1	$899K	Hold	19,643	–	–	0.03%	230
2019 Q4	$1.61M	Hold	19,643	–	–	0.04%	207
2019 Q3	$1.78M	Hold	19,643	–	–	0.05%	196
2019 Q2	$1.6M	Hold	19,643	–	–	0.05%	205
2019 Q1	$1.52M	Sell	19,643 -39	-0.2%	-$2.93K	0.04%	211
2018 Q4	$1.37M	Buy	19,682 +302	+2%	+$20.5K	0.04%	207
2018 Q3	$1.25M	Buy	19,380 +14,205	+274%	+$918K	0.03%	224
2018 Q2	$325K	Hold	5,175	–	–	0.02%	212
2018 Q1	$282K	Hold	5,175	–	–	0.01%	224
2017 Q4	$330K	Hold	5,175	–	–	0.02%	215
2017 Q3	$364K	Sell	5,175 -750	-13%	-$54.5K	0.02%	193
2017 Q2	$443K	Hold	5,925	–	–	0.02%	193
2017 Q1	$419K	Hold	5,925	–	–	0.02%	195
2016 Q4	$396K	Hold	5,925	–	–	0.02%	191
2016 Q3	$443K	Hold	5,925	–	–	0.02%	175
2016 Q2	$451K	Hold	5,925	–	–	0.03%	166
2016 Q1	$411K	Hold	5,925	–	–	0.03%	172
2015 Q4	$403K	Hold	5,925	–	–	0.03%	169
2015 Q3	$401K	Hold	5,925	–	–	0.03%	167
2015 Q2	$389K	Hold	5,925	–	–	0.03%	177
2015 Q1	$458K	Hold	5,925	–	–	0.04%	163
2014 Q4	$448K	Hold	5,925	–	–	0.03%	182
2014 Q3	$370K	Hold	5,925	–	–	0.03%	198
2014 Q2	$372K	Hold	5,925	–	–	0.03%	207
2014 Q1	$353K	Hold	5,925	–	–	0.02%	199
2013 Q4	$317K	Buy	5,925 +500	+9%	+$29.7K	0.02%	210
2013 Q3	$339K	Hold	5,425	–	–	0.03%	189
2013 Q2	$364K	Buy	+5,425	New	+$385K	0.03%	173

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Moody National Bank Trust Division's WELL Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Welltower (WELL) stake by 4.9% in Q2 2026, selling an estimated $17.8K and leaving 1,614 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #386.

Moody National Bank Trust Division first reported a position in WELL in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.57M in Q2 2021. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Moody National Bank Trust Division held 1,614 shares of Welltower worth $366K as of Q2 2026.
Moody National Bank Trust Division sold 84 Welltower shares in Q2 2026, an estimated $17.8K.
Welltower made up 0.03% of Moody National Bank Trust Division's portfolio in Q2 2026, its #386 holding.
Moody National Bank Trust Division first reported a position in Welltower in Q2 2013 and has held it in 51 quarters since.
Moody National Bank Trust Division's Welltower position peaked at $2.57M in Q2 2021.
415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.