Truist Financial
WELL icon

Truist Financial’s Welltower WELL Stock Holding History

Truist Financial’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 		$14.9M Buy
65,454
+365
+0.6% +$77.2K 0.02% 521
2026
Q1 		$12.9M Sell
65,089
-4,985
-7% -$985K 0.02% 533
2025
Q4 		$13M Buy
70,074
+19,100
+37% +$3.57M 0.02% 526
2025
Q3 		$9.08M Buy
50,974
+1,062
+2% +$175K 0.01% 644
2025
Q2 		$7.67M Buy
49,912
+4,135
+9% +$618K 0.01% 677
2025
Q1 		$7.01M Buy
45,777
+10,336
+29% +$1.47M 0.01% 684
2024
Q4 		$4.47M Buy
35,441
+2,274
+7% +$298K 0.01% 875
2024
Q3 		$4.25M Sell
33,167
-23,856
-42% -$2.78M 0.01% 895
2024
Q2 		$5.94M Sell
57,023
-4,094
-7% -$401K 0.01% 791
2024
Q1 		$5.71M Sell
61,117
-2,647
-4% -$240K 0.01% 837
2023
Q4 		$5.75M Sell
63,764
-1,448
-2% -$126K 0.01% 820
2023
Q3 		$5.34M Sell
65,212
-3,091
-5% -$254K 0.01% 819
2023
Q2 		$5.52M Sell
68,303
-3,024
-4% -$233K 0.01% 802
2023
Q1 		$5.11M Sell
71,327
-11,165
-14% -$810K 0.01% 822
2022
Q4 		$5.41M Sell
82,492
-1,564
-2% -$101K 0.01% 794
2022
Q3 		$5.41M Buy
84,056
+914
+1% +$71.4K 0.01% 750
2022
Q2 		$6.85M Sell
83,142
-8,207
-9% -$730K 0.01% 702
2022
Q1 		$8.78M Sell
91,349
-17,414
-16% -$1.51M 0.01% 683
2021
Q4 		$9.33M Sell
108,763
-6,350
-6% -$529K 0.01% 666
2021
Q3 		$9.48M Sell
115,113
-18,220
-14% -$1.57M 0.02% 657
2021
Q2 		$11.1M Sell
133,333
-116
-0.1% -$8.88K 0.02% 597
2021
Q1 		$9.56M Sell
133,449
-3,352
-2% -$225K 0.02% 607
2020
Q4 		$8.84M Sell
136,801
-17,374
-11% -$1.05M 0.02% 634
2020
Q3 		$8.49M Sell
154,175
-30,577
-17% -$1.68M 0.02% 597
2020
Q2 		$9.56M Sell
184,752
-233,297
-56% -$11.5M 0.02% 539
2020
Q1 		$19.1M Sell
418,049
-89,232
-18% -$6.58M 0.05% 356
2019
Q4 		$41.5M Buy
507,281
+460,126
+976% +$39.4M 0.08% 242
2019
Q3 		$4.27M Sell
47,155
-490
-1% -$42.6K 0.07% 247
2019
Q2 		$3.88M Sell
47,645
-29
-0.1% -$2.28K 0.07% 253
2019
Q1 		$3.7M Buy
47,674
+676
+1% +$50.7K 0.07% 263
2018
Q4 		$3.26M Sell
46,998
-3,746
-7% -$255K 0.07% 261
2018
Q3 		$3.26M Sell
50,744
-1,144
-2% -$73.9K 0.06% 291
2018
Q2 		$3.25M Sell
51,888
-4,162
-7% -$232K 0.06% 291
2018
Q1 		$3.05M Sell
56,050
-910
-2% -$51.4K 0.06% 296
2017
Q4 		$3.63M Buy
56,960
+86
+0.2% +$5.77K 0.07% 279
2017
Q3 		$4M Sell
56,874
-747
-1% -$54.3K 0.08% 271
2017
Q2 		$4.31M Buy
57,621
+94
+0.2% +$6.87K 0.09% 270
2017
Q1 		$4.07M Sell
57,527
-11,320
-16% -$764K 0.08% 268
2016
Q4 		$4.61M Buy
68,847
+4,242
+7% +$281K 0.09% 239
2016
Q3 		$4.83M Buy
64,605
+6,049
+10% +$463K 0.1% 240
2016
Q2 		$4.46M Buy
58,556
+4,585
+8% +$326K 0.09% 249
2016
Q1 		$3.74M Buy
53,971
+1,974
+4% +$127K 0.1% 235
2015
Q4 		$3.54M Sell
51,997
-419
-0.8% -$27.3K 0.09% 237
2015
Q3 		$3.55M Buy
52,416
+5,188
+11% +$346K 0.09% 240
2015
Q2 		$3.1M Buy
47,228
+1,180
+3% +$84.6K 0.08% 241
2015
Q1 		$3.56M Buy
46,048
+8,334
+22% +$656K 0.1% 219
2014
Q4 		$2.85M Buy
37,714
+4,176
+12% +$298K 0.08% 235
2014
Q3 		$2.09M Sell
33,538
-2,621
-7% -$169K 0.06% 267
2014
Q2 		$2.27M Buy
36,159
+2,247
+7% +$141K 0.07% 258
2014
Q1 		$2.02M Sell
33,912
-9,365
-22% -$535K 0.06% 271
2013
Q4 		$2.32M Sell
43,277
-2,598
-6% -$155K 0.07% 259
2013
Q3 		$2.86M Sell
45,875
-645
-1% -$41K 0.1% 218
2013
Q2 		$3.12M Buy
+46,520
New +$3.3M 0.12% 210

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Truist Financial's WELL Position: Q2 2026 in Review

Truist Financial increased its Welltower (WELL) stake by 0.56% in Q2 2026, buying an estimated $77.2K and bringing the position to 65,454 shares worth $14.9M. The position accounts for 0.02% of the portfolio, ranked #521.

Truist Financial first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.5M in Q4 2019. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Truist Financial held 65,454 shares of Welltower worth $14.9M as of Q2 2026.
  • Truist Financial bought 365 Welltower shares in Q2 2026, an estimated $77.2K.
  • Welltower made up 0.02% of Truist Financial's portfolio in Q2 2026, its #521 holding.
  • Truist Financial first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
  • Truist Financial's Welltower position peaked at $41.5M in Q4 2019.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.