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Trust Point Inc’s Welltower WELL Stock Holding History

Trust Point Inc’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 		$349K Sell
1,536
-88
-5% -$18.6K 0.03% 303
2026
Q1 		$321K Sell
1,624
-82
-5% -$16.2K 0.03% 366
2025
Q4 		$317K Sell
1,706
-296
-15% -$55.3K 0.03% 355
2025
Q3 		$357K Buy
+2,002
New +$329K 0.03% 318

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Trust Point Inc's WELL Position: Q2 2026 in Review

Trust Point Inc reduced its Welltower (WELL) stake by 5.4% in Q2 2026, selling an estimated $18.6K and leaving 1,536 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #303.

Trust Point Inc first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $357K in Q3 2025. 257 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Trust Point Inc held 1,536 shares of Welltower worth $349K as of Q2 2026.
  • Trust Point Inc sold 88 Welltower shares in Q2 2026, an estimated $18.6K.
  • Welltower made up 0.03% of Trust Point Inc's portfolio in Q2 2026, its #303 holding.
  • Trust Point Inc first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Trust Point Inc's Welltower position peaked at $357K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.