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WELL icon

NBT Bank’s Welltower WELL Stock Holding History

NBT Bank’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 		$32.1K Sell
162
-76
-32% -$15K ﹤0.01% 548
2025
Q4 		$36.5K Buy
238
+8
+3% +$1.49K ﹤0.01% 529
2025
Q3 		$35K Buy
230
+34
+17% +$5.59K ﹤0.01% 538
2025
Q2 		$30.1K Buy
196
+1
+0.5% +$149 ﹤0.01% 550
2025
Q1 		$29.9K Buy
195
+1
+0.5% +$142 ﹤0.01% 547
2024
Q4 		$24.5K Sell
194
-40
-17% -$5.25K ﹤0.01% 578
2024
Q3 		$29.9K Buy
234
+93
+66% +$10.9K ﹤0.01% 574
2024
Q2 		$14.6K Buy
141
+1
+0.7% +$98 ﹤0.01% 455
2024
Q1 		$13.1K Hold
140
– – ﹤0.01% 464
2023
Q4 		$12.6K Buy
+140
New +$12.1K ﹤0.01% 454

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

NBT Bank's WELL Position: Q1 2026 in Review

NBT Bank reduced its Welltower (WELL) stake by 32% in Q1 2026, selling an estimated $15K and leaving 162 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

NBT Bank first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. The position peaked at $36.5K in Q4 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • NBT Bank held 162 shares of Welltower worth $32.1K as of Q1 2026.
  • NBT Bank sold 76 Welltower shares in Q1 2026, an estimated $15K.
  • Welltower made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #548 holding.
  • NBT Bank first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's Welltower position peaked at $36.5K in Q4 2025.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.