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Sanibel Captiva Trust Company’s Welltower WELL Stock Holding History

Sanibel Captiva 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 		$3.44M Buy
15,170
+1,359
+10% +$287K 0.09% 152
2026
Q1 		$2.73M Buy
13,811
+535
+4% +$106K 0.08% 167
2025
Q4 		$2.46M Buy
13,276
+2,023
+18% +$378K 0.07% 169
2025
Q3 		$2M Buy
11,253
+1,911
+20% +$314K 0.06% 178
2025
Q2 		$1.44M Buy
9,342
+225
+2% +$33.6K 0.04% 196
2025
Q1 		$1.4M Sell
9,117
-709
-7% -$101K 0.05% 193
2024
Q4 		$1.24M Hold
9,826
– – 0.04% 204
2024
Q3 		$1.26M Sell
9,826
-353
-3% -$41.2K 0.04% 202
2024
Q2 		$1.06M Sell
10,179
-267
-3% -$26.2K 0.04% 204
2024
Q1 		$976K Sell
10,446
-84
-0.8% -$7.61K 0.03% 205
2023
Q4 		$949K Buy
+10,530
New +$914K 0.04% 192

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 $3.38T AUM 44.17% 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

Sanibel Captiva Trust Company's WELL Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Welltower (WELL) stake by 9.8% in Q2 2026, buying an estimated $287K and bringing the position to 15,170 shares worth $3.44M. The position accounts for 0.09% of the portfolio, ranked #152.

Sanibel Captiva Trust Company first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sanibel Captiva Trust Company held 15,170 shares of Welltower worth $3.44M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 1,359 Welltower shares in Q2 2026, an estimated $287K.
  • Welltower made up 0.09% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #152 holding.
  • Sanibel Captiva Trust Company first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.