Perkins Coie Trust Company’s Welltower WELL Stock Holding History

Perkins Coie 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	$22.7K	Hold	100	–	–	﹤0.01%	205
2026 Q1	$19.8K	Hold	100	–	–	﹤0.01%	201
2025 Q4	$18.6K	Hold	100	–	–	﹤0.01%	207
2025 Q3	$17.8K	Hold	100	–	–	﹤0.01%	209
2025 Q2	$15.4K	Hold	100	–	–	﹤0.01%	234
2025 Q1	$15.3K	Buy	+100	New	+$14.2K	﹤0.01%	236
2023 Q4	–	Sell	-8	Closed	-$654	–	585
2023 Q3	$654	Buy	+8	New	+$658	﹤0.01%	489
2021 Q3	–	Sell	-300	Closed	-$25K	–	296
2021 Q2	$25K	Buy	+300	New	+$23K	0.01%	186
2020 Q2	–	Sell	-4	Closed	–	–	434
2020 Q1	$0	Buy	+4	New	+$295	﹤0.01%	448

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Perkins Coie Trust Company's WELL Position: Q2 2026 in Review

Perkins Coie Trust Company held its Welltower (WELL) position steady in Q2 2026 at 100 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Perkins Coie Trust Company first reported a position in WELL in Q1 2020 and has held it in 9 quarters since. The position peaked at $25K in Q2 2021. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Perkins Coie Trust Company held 100 shares of Welltower worth $22.7K as of Q2 2026.
Perkins Coie Trust Company left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of Perkins Coie Trust Company's portfolio in Q2 2026, its #205 holding.
Perkins Coie Trust Company first reported a position in Welltower in Q1 2020 and has held it in 9 quarters since.
Perkins Coie Trust Company's Welltower position peaked at $25K in Q2 2021.
415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.