NB
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
Q2 		$36.9K Buy
163
+1
+0.6% +$211 ﹤0.01% 564
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 $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

NBT Bank's WELL Position: Q2 2026 in Review

NBT Bank increased its Welltower (WELL) stake by 0.62% in Q2 2026, buying an estimated $211 and bringing the position to 163 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

NBT Bank first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • NBT Bank held 163 shares of Welltower worth $36.9K as of Q2 2026.
  • NBT Bank bought 1 Welltower share in Q2 2026, an estimated $211.
  • Welltower made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #564 holding.
  • NBT Bank first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.