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New Covenant Trust Company’s Welltower WELL Stock Holding History

New Covenant Trust Company’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 		$350K Buy
+1,540
New +$326K 0.26% 64
2024
Q2 		– Sell
-207
Closed -$19.3K – 405
2024
Q1 		$19.3K Buy
+207
New +$18.7K 0.02% 259

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

New Covenant Trust Company's WELL Position: Q2 2026 in Review

New Covenant Trust Company opened a new position in Welltower (WELL) in Q2 2026: 1,540 shares worth $350K. The stake represents 0.26% of the portfolio and ranks #64 among its holdings. This is a return to the name: New Covenant Trust Company previously reported a position in WELL as recently as Q1 2024.

New Covenant Trust Company first reported a position in WELL in Q1 2024 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • New Covenant Trust Company held 1,540 shares of Welltower worth $350K as of Q2 2026.
  • Welltower was a new New Covenant Trust Company position in Q2 2026.
  • Welltower made up 0.26% of New Covenant Trust Company's portfolio in Q2 2026, its #64 holding.
  • New Covenant Trust Company first reported a position in Welltower in Q1 2024 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.