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Riverview Trust Company’s Welltower WELL Stock Holding History

Riverview 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 		$90.8K Hold
400
– – 0.11% 88
2026
Q1 		$79.1K Hold
400
– – 0.1% 95
2025
Q4 		$74.2K Hold
400
– – 0.09% 102
2025
Q3 		$71.3K Hold
400
– – 0.09% 110
2025
Q2 		$61.5K Sell
400
-1,094
-73% -$163K 0.08% 115
2025
Q1 		$229K Sell
1,494
-10
-0.7% -$1.43K 0.23% 78
2024
Q4 		$190K Hold
1,504
– – 0.17% 98
2024
Q3 		$193K Sell
1,504
-78
-5% -$9.1K 0.17% 98
2024
Q2 		$165K Hold
1,582
– – 0.16% 102
2024
Q1 		$148K Buy
+1,582
New +$143K 0.11% 125
2023
Q4 		– Sell
-1,242
Closed -$102K – 635
2023
Q3 		$102K Hold
1,242
– – 0.09% 153
2023
Q2 		$100K Sell
1,242
-100
-7% -$7.7K 0.09% 141
2023
Q1 		$96.2K Buy
1,342
+100
+8% +$7.25K 0.09% 141
2022
Q4 		$81K Buy
+1,242
New +$79.8K 0.08% 157
2022
Q3 		– Sell
-230
Closed -$19K – 907
2022
Q2 		$19K Hold
230
– – 0.02% 412
2022
Q1 		$22K Buy
+230
New +$20K 0.02% 466
2019
Q2 		– Sell
-133
Closed -$10K – 412
2019
Q1 		$10K Buy
+133
New +$9.98K 0.01% 265

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Riverview Trust Company's WELL Position: Q2 2026 in Review

Riverview Trust Company held its Welltower (WELL) position steady in Q2 2026 at 400 shares worth $90.8K. The position accounts for 0.11% of the portfolio, ranked #88.

Riverview Trust Company first reported a position in WELL in Q1 2019 and has held it in 17 quarters since. The position peaked at $229K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Riverview Trust Company held 400 shares of Welltower worth $90.8K as of Q2 2026.
  • Riverview Trust Company left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.11% of Riverview Trust Company's portfolio in Q2 2026, its #88 holding.
  • Riverview Trust Company first reported a position in Welltower in Q1 2019 and has held it in 17 quarters since.
  • Riverview Trust Company's Welltower position peaked at $229K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.