Trust Company’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 | $908 | Hold |
4
| – | – | ﹤0.01% | 617 |
|
|
2026
Q1 | $791 | Hold |
4
| – | – | ﹤0.01% | 611 |
|
|
2025
Q4 | $742 | Buy |
+4
| New | +$747 | ﹤0.01% | 596 |
|
|
2024
Q2 | – | Sell |
-850
| Closed | -$79.4K | – | 357 |
|
|
2024
Q1 | $79.4K | Hold |
850
| – | – | 0.01% | 161 |
|
|
2023
Q4 | $76.6K | Hold |
850
| – | – | 0.01% | 161 |
|
|
2023
Q3 | $69.6K | Hold |
850
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $68.8K | Hold |
850
| – | – | 0.01% | 178 |
|
|
2023
Q1 | $60.9K | Hold |
850
| – | – | 0.01% | 182 |
|
|
2022
Q4 | $56K | Hold |
850
| – | – | 0.01% | 181 |
|
|
2022
Q3 | $55K | Hold |
850
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $70K | Hold |
850
| – | – | 0.02% | 174 |
|
|
2022
Q1 | $82K | Hold |
850
| – | – | 0.02% | 172 |
|
|
2021
Q4 | $73K | Hold |
850
| – | – | 0.02% | 157 |
|
|
2021
Q3 | $70K | Hold |
850
| – | – | 0.02% | 155 |
|
|
2021
Q2 | $71K | Hold |
850
| – | – | 0.05% | 150 |
|
|
2021
Q1 | $61K | Hold |
850
| – | – | 0.04% | 160 |
|
|
2020
Q4 | $55K | Hold |
850
| – | – | 0.04% | 155 |
|
|
2020
Q3 | $47K | Hold |
850
| – | – | 0.04% | 168 |
|
|
2020
Q2 | $44K | Hold |
850
| – | – | 0.04% | 163 |
|
|
2020
Q1 | $39K | Hold |
850
| – | – | 0.04% | 152 |
|
|
2019
Q4 | $70K | Hold |
850
| – | – | 0.06% | 136 |
|
|
2019
Q3 | $77K | Hold |
850
| – | – | 0.07% | 129 |
|
|
2019
Q2 | $69K | Hold |
850
| – | – | 0.06% | 135 |
|
|
2019
Q1 | $66K | Hold |
850
| – | – | 0.04% | 147 |
|
|
2018
Q4 | $59K | Hold |
850
| – | – | 0.03% | 143 |
|
|
2018
Q3 | $55K | Hold |
850
| – | – | 0.02% | 153 |
|
|
2018
Q2 | $53K | Hold |
850
| – | – | 0.02% | 160 |
|
|
2018
Q1 | $46K | Sell |
850
-229
| -21% | -$12.9K | 0.02% | 165 |
|
|
2017
Q4 | $69K | Hold |
1,079
| – | – | 0.03% | 141 |
|
|
2017
Q3 | $76K | Hold |
1,079
| – | – | 0.04% | 115 |
|
|
2017
Q2 | $81K | Hold |
1,079
| – | – | 0.04% | 128 |
|
|
2017
Q1 | $76K | Buy |
+1,079
| New | +$72.8K | 0.03% | 148 |
|
|
2016
Q4 | – | Sell |
-28
| Closed | -$2K | – | 409 |
|
|
2016
Q3 | $2K | Buy |
+28
| New | +$2.14K | ﹤0.01% | 381 |
|
Other funds holding WELL
Trust Company's WELL Position: Q2 2026 in Review
Trust Company held its Welltower (WELL) position steady in Q2 2026 at 4 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #617.
Trust Company first reported a position in WELL in Q3 2016 and has held it in 33 quarters since. The position peaked at $82K in Q1 2022. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Trust Company held 4 shares of Welltower worth $908 as of Q2 2026.
- Trust Company left its Welltower share count unchanged in Q2 2026.
- Welltower made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #617 holding.
- Trust Company first reported a position in Welltower in Q3 2016 and has held it in 33 quarters since.
- Trust Company's Welltower position peaked at $82K in Q1 2022.
- 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.