United Community Bank’s Welltower WELL Stock Holding History

United Community 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 Q1	$1.78K	Hold	9	–	–	﹤0.01%	509
2025 Q4	$1.67K	Hold	9	–	–	﹤0.01%	509
2025 Q3	$1.6K	Buy	+9	New	+$1.48K	﹤0.01%	539

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Community Bank's WELL Position: Q1 2026 in Review

United Community Bank held its Welltower (WELL) position steady in Q1 2026 at 9 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

United Community Bank first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

United Community Bank held 9 shares of Welltower worth $1.78K as of Q1 2026.
United Community Bank left its Welltower share count unchanged in Q1 2026.
Welltower made up ﹤0.01% of United Community Bank's portfolio in Q1 2026, its #509 holding.
United Community Bank first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.