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Stock Yards Bank & Trust’s Welltower WELL Stock Holding History

Stock Yards 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 		$571K Sell
2,514
-310
-11% -$65.5K 0.02% 278
2026
Q1 		$558K Buy
2,824
+11
+0.4% +$2.17K 0.02% 275
2025
Q4 		$522K Hold
2,813
– – 0.02% 284
2025
Q3 		$501K Sell
2,813
-261
-8% -$42.9K 0.02% 284
2025
Q2 		$473K Buy
3,074
+99
+3% +$14.8K 0.02% 284
2025
Q1 		$456K Hold
2,975
– – 0.02% 276
2024
Q4 		$375K Hold
2,975
– – 0.01% 301
2024
Q3 		$381K Sell
2,975
-333
-10% -$38.9K 0.01% 308
2024
Q2 		$345K Sell
3,308
-82
-2% -$8.04K 0.01% 308
2024
Q1 		$317K Hold
3,390
– – 0.01% 327
2023
Q4 		$306K Sell
3,390
-163
-5% -$14.1K 0.01% 322
2023
Q3 		$291K Buy
+3,553
New +$292K 0.01% 326

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

Stock Yards Bank & Trust's WELL Position: Q2 2026 in Review

Stock Yards Bank & Trust reduced its Welltower (WELL) stake by 11% in Q2 2026, selling an estimated $65.5K and leaving 2,514 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #278.

Stock Yards Bank & Trust first reported a position in WELL in Q3 2023 and has held it in 12 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Stock Yards Bank & Trust held 2,514 shares of Welltower worth $571K as of Q2 2026.
  • Stock Yards Bank & Trust sold 310 Welltower shares in Q2 2026, an estimated $65.5K.
  • Welltower made up 0.02% of Stock Yards Bank & Trust's portfolio in Q2 2026, its #278 holding.
  • Stock Yards Bank & Trust first reported a position in Welltower in Q3 2023 and has held it in 12 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.