Washington Trust’s Welltower WELL Stock Holding History

Washington Trust’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	$253K	Buy	1,115 +15	+1%	+$3.17K	0.01%	269
2026 Q1	$217K	Sell	1,100 -545	-33%	-$108K	0.01%	271
2025 Q4	$305K	Buy	+1,645	New	+$307K	0.01%	238
2025 Q2	–	Sell	-1,200	Closed	-$184K	–	730
2025 Q1	$184K	Hold	1,200	–	–	0.01%	258
2024 Q4	$151K	Hold	1,200	–	–	0.01%	304
2024 Q3	$154K	Buy	1,200 +350	+41%	+$40.8K	0.01%	300
2024 Q2	$88.6K	Hold	850	–	–	﹤0.01%	362
2024 Q1	$79.4K	Hold	850	–	–	﹤0.01%	389
2023 Q4	$76.6K	Hold	850	–	–	﹤0.01%	368
2023 Q3	$69.6K	Sell	850 -240	-22%	-$19.7K	﹤0.01%	348
2023 Q2	$88.2K	Hold	1,090	–	–	﹤0.01%	339
2023 Q1	$78.1K	Hold	1,090	–	–	﹤0.01%	351
2022 Q4	$71.5K	Hold	1,090	–	–	﹤0.01%	352
2022 Q3	$70K	Hold	1,090	–	–	﹤0.01%	344
2022 Q2	$90K	Hold	1,090	–	–	﹤0.01%	322
2022 Q1	$105K	Hold	1,090	–	–	﹤0.01%	328
2021 Q4	$93K	Sell	1,090 -500	-31%	-$41.7K	﹤0.01%	344
2021 Q3	$131K	Hold	1,590	–	–	﹤0.01%	368
2021 Q2	$133K	Sell	1,590 -134	-8%	-$10.3K	﹤0.01%	364
2021 Q1	$123K	Buy	1,724 +34	+2%	+$2.28K	﹤0.01%	362
2020 Q4	$108K	Sell	1,690 -150	-8%	-$9.1K	﹤0.01%	361
2020 Q3	$102K	Buy	1,840 +500	+37%	+$27.5K	﹤0.01%	338
2020 Q2	$69K	Sell	1,340 -350	-21%	-$17.2K	﹤0.01%	344
2020 Q1	$78K	Buy	+1,690	New	+$125K	﹤0.01%	337
2018 Q3	–	Sell	-1,790	Closed	-$112K	–	816
2018 Q2	$112K	Buy	+1,790	New	+$99.7K	0.01%	297

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Washington Trust's WELL Position: Q2 2026 in Review

Washington Trust increased its Welltower (WELL) stake by 1.4% in Q2 2026, buying an estimated $3.17K and bringing the position to 1,115 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #269.

Washington Trust first reported a position in WELL in Q2 2018 and has held it in 25 quarters since. The position peaked at $305K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Washington Trust held 1,115 shares of Welltower worth $253K as of Q2 2026.
Washington Trust bought 15 Welltower shares in Q2 2026, an estimated $3.17K.
Welltower made up 0.01% of Washington Trust's portfolio in Q2 2026, its #269 holding.
Washington Trust first reported a position in Welltower in Q2 2018 and has held it in 25 quarters since.
Washington Trust's Welltower position peaked at $305K in Q4 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.