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 Q3	–	Sell	-163	Closed	-$36.9K	–	1019
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

NBT Bank's WELL Position: Q3 2026 in Review

NBT Bank sold out of Welltower (WELL) in Q3 2026, closing a stake of 163 shares — an estimated $36.9K sold.

NBT Bank first reported a position in WELL in Q4 2023 and held it in 11 quarters. The position peaked at $36.9K in Q2 2026. 1,354 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

NBT Bank reported no remaining Welltower position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 163 Welltower shares in Q3 2026, an estimated $36.9K.
NBT Bank first reported a position in Welltower in Q4 2023 and held it in 11 quarters.
NBT Bank's Welltower position peaked at $36.9K in Q2 2026.
1,354 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.