Southern Michigan Bank & Trust’s Welltower WELL Stock Holding History

Southern Michigan 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 Q2	$60.1K	Hold	265	–	–	0.02%	185
2026 Q1	$52.4K	Buy	+265	New	+$52.4K	0.02%	202

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Southern Michigan Bank & Trust's WELL Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Welltower (WELL) position steady in Q2 2026 at 265 shares worth $60.1K. The position accounts for 0.02% of the portfolio, ranked #185.

Southern Michigan Bank & Trust first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Southern Michigan Bank & Trust held 265 shares of Welltower worth $60.1K as of Q2 2026.
Southern Michigan Bank & Trust left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.02% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #185 holding.
Southern Michigan Bank & Trust first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.