SouthState Corp’s Welltower WELL Stock Holding History

SouthState Corp’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	$14.1K	Buy	62 +8	+15%	+$1.69K	﹤0.01%	648
2026 Q1	$10.7K	Sell	54 -31	-36%	-$6.13K	﹤0.01%	647
2025 Q4	$15.8K	Buy	85 +29	+52%	+$5.42K	﹤0.01%	609
2025 Q3	$9.98K	Sell	56 -66	-54%	-$10.8K	﹤0.01%	664
2025 Q2	$18.8K	Sell	122 -47	-28%	-$7.02K	﹤0.01%	668
2025 Q1	$25.9K	Buy	169 +148	+705%	+$21.1K	﹤0.01%	637
2024 Q4	$2.65K	Hold	21	–	–	﹤0.01%	627
2024 Q3	$2.69K	Hold	21	–	–	﹤0.01%	561
2024 Q2	$2.19K	Buy	+21	New	+$2.06K	﹤0.01%	593
2022 Q3	–	Sell	-46	Closed	-$4K	–	747
2022 Q2	$4K	Buy	+46	New	+$4.09K	﹤0.01%	659
2018 Q1	–	Sell	-3,472	Closed	-$221K	–	300
2017 Q4	$221K	Buy	+3,472	New	+$233K	0.02%	288
2013 Q3	–	Sell	-3,134	Closed	-$210K	–	259
2013 Q2	$210K	Buy	+3,134	New	+$223K	0.04%	203

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SouthState Corp's WELL Position: Q2 2026 in Review

SouthState Corp increased its Welltower (WELL) stake by 15% in Q2 2026, buying an estimated $1.69K and bringing the position to 62 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

SouthState Corp first reported a position in WELL in Q2 2013 and has held it in 12 quarters since. The position peaked at $221K in Q4 2017. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

SouthState Corp held 62 shares of Welltower worth $14.1K as of Q2 2026.
SouthState Corp bought 8 Welltower shares in Q2 2026, an estimated $1.69K.
Welltower made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #648 holding.
SouthState Corp first reported a position in Welltower in Q2 2013 and has held it in 12 quarters since.
SouthState Corp's Welltower position peaked at $221K in Q4 2017.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.