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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
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 $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

Sanibel Captiva Trust Company's WELL Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Welltower (WELL) stake by 4% in Q1 2026, buying an estimated $106K and bringing the position to 13,811 shares worth $2.73M. The position accounts for 0.08% of the portfolio, ranked #167.

Sanibel Captiva Trust Company first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Sanibel Captiva Trust Company held 13,811 shares of Welltower worth $2.73M as of Q1 2026.
  • Sanibel Captiva Trust Company bought 535 Welltower shares in Q1 2026, an estimated $106K.
  • Welltower made up 0.08% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #167 holding.
  • Sanibel Captiva Trust Company first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.