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Thomasville National Bank’s Welltower WELL Stock Holding History

Thomasville National Bank’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 		$214K Buy
+941
New +$199K 0.01% 236
2020
Q2 		– Sell
-2,918
Closed -$264K – 211
2020
Q1 		$264K Buy
2,918
+168
+6% +$12.4K 0.04% 168
2019
Q4 		$225K Sell
2,750
-168
-6% -$14.4K 0.03% 179
2019
Q3 		$264K Buy
2,918
+64
+2% +$5.57K 0.04% 168
2019
Q2 		$233K Sell
2,854
-19
-0.7% -$1.49K 0.04% 174
2019
Q1 		$223K Buy
+2,873
New +$216K 0.04% 172
2018
Q1 		– Sell
-3,210
Closed -$205K – 200
2017
Q4 		$205K Sell
3,210
-493
-13% -$33.1K 0.04% 189
2017
Q3 		$261K Sell
3,703
-1
-0% -$73 0.04% 217
2017
Q2 		$277K Sell
3,704
-206
-5% -$15.1K 0.05% 196
2017
Q1 		$277K Buy
+3,910
New +$264K 0.06% 182
2016
Q3 		– Sell
-6,063
Closed -$462K – 154
2016
Q2 		$462K Buy
6,063
+480
+9% +$34.1K 0.12% 110
2016
Q1 		$387K Buy
+5,583
New +$360K 0.12% 126
2015
Q2 		– Sell
-2,412
Closed -$187K – 337
2015
Q1 		$187K Sell
2,412
-350
-13% -$27.6K 0.06% 133
2014
Q4 		$209K Buy
+2,762
New +$197K 0.07% 129

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 $3.37T AUM 44.26% 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

Thomasville National Bank's WELL Position: Q2 2026 in Review

Thomasville National Bank opened a new position in Welltower (WELL) in Q2 2026: 941 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Thomasville National Bank previously reported a position in WELL as recently as Q1 2020.

Thomasville National Bank first reported a position in WELL in Q4 2014 and has held it in 14 quarters since. The position peaked at $462K in Q2 2016. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Thomasville National Bank held 941 shares of Welltower worth $214K as of Q2 2026.
  • Welltower was a new Thomasville National Bank position in Q2 2026.
  • Welltower made up 0.01% of Thomasville National Bank's portfolio in Q2 2026, its #236 holding.
  • Thomasville National Bank first reported a position in Welltower in Q4 2014 and has held it in 14 quarters since.
  • Thomasville National Bank's Welltower position peaked at $462K in Q2 2016.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Thomasville National Bank's 13F filing for Q2 2026, filed 20 Jul 2026.