Trust Company of Vermont’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $101K | Buy |
+447
| New | +$94.5K | ﹤0.01% | 478 |
|
|
2025
Q4 | $130K | Buy |
699
+177
| +34% | +$33.1K | 0.01% | 413 |
|
|
2025
Q3 | $93K | Buy |
522
+100
| +24% | +$16.4K | ﹤0.01% | 462 |
|
|
2025
Q2 | $64.9K | Buy |
422
+234
| +124% | +$35K | ﹤0.01% | 512 |
|
|
2025
Q1 | $28.8K | Hold |
188
| – | – | ﹤0.01% | 610 |
|
|
2024
Q4 | $23.7K | Sell |
188
-1,000
| -84% | -$131K | ﹤0.01% | 645 |
|
|
2024
Q3 | $152K | Buy |
1,188
+1,088
| +1,088% | +$127K | 0.01% | 360 |
|
|
2024
Q2 | $10.4K | Sell |
100
-64
| -39% | -$6.27K | ﹤0.01% | 687 |
|
|
2024
Q1 | $15.3K | Buy |
164
+63
| +62% | +$5.7K | ﹤0.01% | 647 |
|
|
2023
Q4 | $9.11K | Buy |
101
+1
| +1% | +$87 | ﹤0.01% | 619 |
|
|
2023
Q3 | $8.19K | Hold |
100
| – | – | ﹤0.01% | 670 |
|
|
2023
Q2 | $8.09K | Hold |
100
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $7.17K | Hold |
100
| – | – | ﹤0.01% | 746 |
|
|
2022
Q4 | $6.55K | Hold |
100
| – | – | ﹤0.01% | 745 |
|
|
2022
Q3 | $6K | Sell |
100
-48
| -32% | -$3.75K | ﹤0.01% | 820 |
|
|
2022
Q2 | $12K | Buy |
+148
| New | +$13.2K | ﹤0.01% | 662 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$9K | – | 745 |
|
|
2021
Q4 | $9K | Buy |
+100
| New | +$8.34K | ﹤0.01% | 684 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$8K | – | 718 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 669 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 665 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 678 |
|
|
2020
Q3 | $6K | Sell |
100
-809
| -89% | -$44.4K | ﹤0.01% | 657 |
|
|
2020
Q2 | $47K | Sell |
909
-330
| -27% | -$16.2K | ﹤0.01% | 446 |
|
|
2020
Q1 | $56K | Sell |
1,239
-128
| -9% | -$9.44K | 0.01% | 423 |
|
|
2019
Q4 | $112K | Hold |
1,367
| – | – | 0.01% | 375 |
|
|
2019
Q3 | $124K | Buy |
1,367
+100
| +8% | +$8.7K | 0.01% | 377 |
|
|
2019
Q2 | $104K | Sell |
1,267
-690
| -35% | -$54.2K | 0.01% | 394 |
|
|
2019
Q1 | $152K | Sell |
1,957
-162
| -8% | -$12.2K | 0.01% | 347 |
|
|
2018
Q4 | $147K | Sell |
2,119
-145
| -6% | -$9.87K | 0.01% | 336 |
|
|
2018
Q3 | $145K | Buy |
2,264
+75
| +3% | +$4.84K | 0.01% | 367 |
|
|
2018
Q2 | $138K | Buy |
2,189
+949
| +77% | +$52.9K | 0.01% | 373 |
|
|
2018
Q1 | $68K | Hold |
1,240
| – | – | 0.01% | 455 |
|
|
2017
Q4 | $79K | Sell |
1,240
-150
| -11% | -$10.1K | 0.01% | 439 |
|
|
2017
Q3 | $98K | Sell |
1,390
-115
| -8% | -$8.36K | 0.01% | 407 |
|
|
2017
Q2 | $112K | Hold |
1,505
| – | – | 0.01% | 399 |
|
|
2017
Q1 | $107K | Buy |
1,505
+450
| +43% | +$30.4K | 0.01% | 385 |
|
|
2016
Q4 | $71K | Hold |
1,055
| – | – | 0.01% | 434 |
|
|
2016
Q3 | $78K | Buy |
1,055
+955
| +955% | +$73.1K | 0.01% | 380 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 642 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 630 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 660 |
|
|
2015
Q3 | $7K | Sell |
100
-36
| -26% | -$2.4K | ﹤0.01% | 668 |
|
|
2015
Q2 | $9K | Buy |
136
+36
| +36% | +$2.58K | ﹤0.01% | 667 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 671 |
|
|
2014
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 674 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 709 |
|
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 673 |
|
|
2014
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 661 |
|
|
2013
Q4 | $5K | Buy |
+100
| New | +$5.95K | ﹤0.01% | 651 |
|
Other funds holding WELL
Trust Company of Vermont's WELL Position: Q2 2026 in Review
Trust Company of Vermont opened a new position in Welltower (WELL) in Q2 2026: 447 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in WELL as recently as Q4 2025.
Trust Company of Vermont first reported a position in WELL in Q4 2013 and has held it in 48 quarters since. The position peaked at $152K in Q3 2024. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Trust Company of Vermont held 447 shares of Welltower worth $101K as of Q2 2026.
- Welltower was a new Trust Company of Vermont position in Q2 2026.
- Welltower made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #478 holding.
- Trust Company of Vermont first reported a position in Welltower in Q4 2013 and has held it in 48 quarters since.
- Trust Company of Vermont's Welltower position peaked at $152K in Q3 2024.
- 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.