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WELL icon

Parkside Financial Bank & Trust’s Welltower WELL Stock Holding History

Parkside Financial Bank & Trust’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 		$402K Buy
2,034
+57
+3% +$11.3K 0.03% 294
2025
Q4 		$367K Buy
1,977
+49
+3% +$9.15K 0.03% 317
2025
Q3 		$343K Buy
1,928
+63
+3% +$10.4K 0.03% 321
2025
Q2 		$287K Buy
1,865
+287
+18% +$42.9K 0.03% 347
2025
Q1 		$242K Buy
1,578
+141
+10% +$20.1K 0.03% 351
2024
Q4 		$181K Buy
1,437
+46
+3% +$6.04K 0.02% 400
2024
Q3 		$178K Buy
1,391
+20
+1% +$2.33K 0.02% 398
2024
Q2 		$143K Buy
1,371
+26
+2% +$2.55K 0.02% 426
2024
Q1 		$126K Sell
1,345
-420
-24% -$38K 0.02% 460
2023
Q4 		$159K Buy
1,765
+39
+2% +$3.38K 0.03% 358
2023
Q3 		$141K Buy
1,726
+87
+5% +$7.16K 0.03% 325
2023
Q2 		$133K Buy
1,639
+1
+0.1% +$77 0.03% 342
2023
Q1 		$117K Buy
1,638
+69
+4% +$5K 0.03% 347
2022
Q4 		$103K Buy
1,569
+769
+96% +$49.4K 0.03% 377
2022
Q3 		$52K Sell
800
-32
-4% -$2.5K 0.02% 514
2022
Q2 		$68K Buy
832
+47
+6% +$4.18K 0.02% 436
2022
Q1 		$75K Sell
785
-2,196
-74% -$191K 0.02% 418
2021
Q4 		$255K Sell
2,981
-661
-18% -$55.1K 0.06% 212
2021
Q3 		$300K Sell
3,642
-688
-16% -$59.1K 0.09% 158
2021
Q2 		$360K Buy
4,330
+138
+3% +$10.6K 0.1% 137
2021
Q1 		$301K Sell
4,192
-235
-5% -$15.8K 0.09% 149
2020
Q4 		$286K Sell
4,427
-270
-6% -$16.4K 0.09% 151
2020
Q3 		$259K Sell
4,697
-1,600
-25% -$87.9K 0.09% 146
2020
Q2 		$326K Sell
6,297
-105
-2% -$5.16K 0.11% 135
2020
Q1 		$293K Buy
6,402
+182
+3% +$13.4K 0.11% 132
2019
Q4 		$509K Sell
6,220
-4
-0.1% -$342 0.15% 97
2019
Q3 		$565K Sell
6,224
-560
-8% -$48.7K 0.18% 78
2019
Q2 		$554K Sell
6,784
-284
-4% -$22.3K 0.18% 82
2019
Q1 		$548K Buy
7,068
+105
+2% +$7.88K 0.18% 86
2018
Q4 		$483K Sell
6,963
-192
-3% -$13.1K 0.17% 85
2018
Q3 		$460K Sell
7,155
-160
-2% -$10.3K 0.16% 107
2018
Q2 		$459K Buy
7,315
+796
+12% +$44.4K 0.17% 94
2018
Q1 		$356K Buy
6,519
+317
+5% +$17.9K 0.14% 124
2017
Q4 		$395K Buy
6,202
+124
+2% +$8.32K 0.14% 116
2017
Q3 		$427K Sell
6,078
-195
-3% -$14.2K 0.17% 97
2017
Q2 		$470K Buy
6,273
+155
+3% +$11.3K 0.19% 88
2017
Q1 		$433K Sell
6,118
-476
-7% -$32.1K 0.19% 95
2016
Q4 		$442K Buy
6,594
+1,729
+36% +$115K 0.19% 99
2016
Q3 		$364K Buy
4,865
+146
+3% +$11.2K 0.17% 113
2016
Q2 		$359K Buy
4,719
+340
+8% +$24.1K 0.17% 103
2016
Q1 		$304K Buy
4,379
+218
+5% +$14.1K 0.15% 111
2015
Q4 		$283K Buy
4,161
+546
+15% +$35.6K 0.14% 115
2015
Q3 		$245K Sell
3,615
-573
-14% -$38.3K 0.14% 112
2015
Q2 		$275K Sell
4,188
-58
-1% -$4.16K 0.15% 128
2015
Q1 		$328K Sell
4,246
-40
-0.9% -$3.15K 0.18% 116
2014
Q4 		$325K Sell
4,286
-109
-2% -$7.78K 0.18% 110
2014
Q3 		$274K Buy
4,395
+126
+3% +$8.13K 0.17% 128
2014
Q2 		$267K Buy
4,269
+279
+7% +$17.6K 0.16% 130
2014
Q1 		$238K Buy
+3,990
New +$228K 0.15% 137
2013
Q4 		– Sell
-3,215
Closed -$200K – 161
2013
Q3 		$200K Buy
3,215
+9
+0.3% +$572 0.16% 130
2013
Q2 		$214K Buy
+3,206
New +$228K 0.17% 119

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

Parkside Financial Bank & Trust's WELL Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Welltower (WELL) stake by 2.9% in Q1 2026, buying an estimated $11.3K and bringing the position to 2,034 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #294.

Parkside Financial Bank & Trust first reported a position in WELL in Q2 2013 and has held it in 51 quarters since. The position peaked at $565K in Q3 2019. 1,483 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Parkside Financial Bank & Trust held 2,034 shares of Welltower worth $402K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 57 Welltower shares in Q1 2026, an estimated $11.3K.
  • Welltower made up 0.03% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #294 holding.
  • Parkside Financial Bank & Trust first reported a position in Welltower in Q2 2013 and has held it in 51 quarters since.
  • Parkside Financial Bank & Trust's Welltower position peaked at $565K in Q3 2019.
  • 1,483 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.