Old Second National Bank of Aurora’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.81M | Sell |
12,363
-1,372
| -10% | -$290K | 0.53% | 49 |
|
|
2026
Q1 | $2.72M | Sell |
13,735
-293
| -2% | -$57.9K | 0.56% | 49 |
|
|
2025
Q4 | $2.6M | Sell |
14,028
-30
| -0.2% | -$5.6K | 0.52% | 53 |
|
|
2025
Q3 | $2.5M | Sell |
14,058
-312
| -2% | -$51.3K | 0.52% | 54 |
|
|
2025
Q2 | $2.21M | Sell |
14,370
-165
| -1% | -$24.7K | 0.48% | 60 |
|
|
2025
Q1 | $2.23M | Buy |
14,535
+194
| +1% | +$27.6K | 0.52% | 57 |
|
|
2024
Q4 | $1.81M | Sell |
14,341
-183
| -1% | -$24K | 0.41% | 64 |
|
|
2024
Q3 | $1.86M | Sell |
14,524
-441
| -3% | -$51.5K | 0.45% | 63 |
|
|
2024
Q2 | $1.56M | Sell |
14,965
-585
| -4% | -$57.3K | 0.4% | 68 |
|
|
2024
Q1 | $1.45M | Sell |
15,550
-31
| -0.2% | -$2.81K | 0.38% | 71 |
|
|
2023
Q4 | $1.4M | Buy |
15,581
+161
| +1% | +$14K | 0.39% | 71 |
|
|
2023
Q3 | $1.26M | Buy |
15,420
+14,612
| +1,808% | +$1.2M | 0.38% | 72 |
|
|
2023
Q2 | $65.4K | Hold |
808
| – | – | 0.02% | 189 |
|
|
2023
Q1 | $57.9K | Hold |
808
| – | – | 0.02% | 194 |
|
|
2022
Q4 | $53K | Hold |
808
| – | – | 0.02% | 187 |
|
|
2022
Q3 | $52K | Hold |
808
| – | – | 0.02% | 186 |
|
|
2022
Q2 | $66K | Hold |
808
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $77K | Hold |
808
| – | – | 0.02% | 175 |
|
|
2021
Q4 | $49K | Hold |
808
| – | – | 0.01% | 190 |
|
|
2021
Q3 | $66K | Hold |
808
| – | – | 0.02% | 181 |
|
|
2021
Q2 | $67K | Hold |
808
| – | – | 0.02% | 176 |
|
|
2021
Q1 | $58K | Hold |
808
| – | – | 0.02% | 182 |
|
|
2020
Q4 | $52K | Sell |
808
-390
| -33% | -$23.7K | 0.02% | 181 |
|
|
2020
Q3 | $66K | Buy |
1,198
+315
| +36% | +$17.3K | 0.02% | 161 |
|
|
2020
Q2 | $46K | Sell |
883
-400
| -31% | -$19.7K | 0.02% | 188 |
|
|
2020
Q1 | $59K | Hold |
1,283
| – | – | 0.02% | 162 |
|
|
2019
Q4 | $105K | Hold |
1,283
| – | – | 0.03% | 149 |
|
|
2019
Q3 | $116K | Sell |
1,283
-100
| -7% | -$8.7K | 0.04% | 144 |
|
|
2019
Q2 | $112K | Hold |
1,383
| – | – | 0.04% | 146 |
|
|
2019
Q1 | $107K | Buy |
1,383
+75
| +6% | +$5.63K | 0.04% | 151 |
|
|
2018
Q4 | $90K | Buy |
1,308
+500
| +62% | +$34K | 0.04% | 158 |
|
|
2018
Q3 | $52K | Sell |
808
-182
| -18% | -$11.8K | 0.02% | 199 |
|
|
2018
Q2 | $62K | Sell |
990
-1,092
| -52% | -$60.9K | 0.02% | 183 |
|
|
2018
Q1 | $113K | Sell |
2,082
-16,503
| -89% | -$932K | 0.05% | 146 |
|
|
2017
Q4 | $1.19M | Sell |
18,585
-16,321
| -47% | -$1.1M | 0.47% | 70 |
|
|
2017
Q3 | $2.45M | Sell |
34,906
-434
| -1% | -$31.6K | 1.02% | 40 |
|
|
2017
Q2 | $2.65M | Buy |
35,340
+47
| +0.1% | +$3.44K | 1.14% | 32 |
|
|
2017
Q1 | $2.5M | Sell |
35,293
-1,617
| -4% | -$109K | 1.12% | 34 |
|
|
2016
Q4 | $2.47M | Buy |
36,910
+636
| +2% | +$42.1K | 1.11% | 33 |
|
|
2016
Q3 | $2.71M | Sell |
36,274
-49
| -0.1% | -$3.75K | 1.24% | 30 |
|
|
2016
Q2 | $2.77M | Buy |
36,323
+1,857
| +5% | +$132K | 1.29% | 26 |
|
|
2016
Q1 | $2.39M | Buy |
34,466
+1,722
| +5% | +$111K | 1.15% | 37 |
|
|
2015
Q4 | $2.23M | Buy |
32,744
+648
| +2% | +$42.3K | 1.09% | 34 |
|
|
2015
Q3 | $2.17M | Buy |
32,096
+770
| +2% | +$51.4K | 1.09% | 35 |
|
|
2015
Q2 | $2.06M | Buy |
31,326
+1,503
| +5% | +$108K | 0.93% | 47 |
|
|
2015
Q1 | $2.31M | Buy |
29,823
+2,350
| +9% | +$185K | 1.02% | 40 |
|
|
2014
Q4 | $2.08M | Buy |
+27,473
| New | +$1.96M | 0.91% | 45 |
|
Other funds holding WELL
Old Second National Bank of Aurora's WELL Position: Q2 2026 in Review
Old Second National Bank of Aurora reduced its Welltower (WELL) stake by 10% in Q2 2026, selling an estimated $290K and leaving 12,363 shares worth $2.81M. The position accounts for 0.53% of the portfolio, ranked #49.
Old Second National Bank of Aurora first reported a position in WELL in Q4 2014 and has held it in 47 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Old Second National Bank of Aurora held 12,363 shares of Welltower worth $2.81M as of Q2 2026.
- Old Second National Bank of Aurora sold 1,372 Welltower shares in Q2 2026, an estimated $290K.
- Welltower made up 0.53% of Old Second National Bank of Aurora's portfolio in Q2 2026, its #49 holding.
- Old Second National Bank of Aurora first reported a position in Welltower in Q4 2014 and has held it in 47 quarters since.
- 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Old Second National Bank of Aurora's 13F filing for Q2 2026, filed 21 Jul 2026.