Webster Bank’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
$136K Sell
600
-100
-14% -$21.1K 0.01% 272
2026
Q1
$138K Hold
700
0.01% 264
2025
Q4
$130K Hold
700
0.01% 258
2025
Q3
$125K Hold
700
0.01% 260
2025
Q2
$108K Hold
700
0.01% 273
2025
Q1
$107K Hold
700
0.01% 268
2024
Q4
$88.2K Hold
700
0.01% 295
2024
Q3
$89.6K Hold
700
0.01% 295
2024
Q2
$73K Hold
700
0.01% 306
2024
Q1
$65.4K Hold
700
0.01% 310
2023
Q4
$63.1K Hold
700
0.01% 313
2023
Q3
$57.3K Sell
700
-40
-5% -$3.29K 0.01% 303
2023
Q2
$59.9K Hold
740
0.01% 294
2023
Q1
$53.1K Hold
740
0.01% 317
2022
Q4
$49K Hold
740
0.01% 325
2022
Q3
$48K Hold
740
0.01% 317
2022
Q2
$61K Hold
740
0.01% 293
2022
Q1
$71K Hold
740
0.01% 294
2021
Q4
$63K Hold
740
0.01% 315
2021
Q3
$61K Hold
740
0.01% 305
2021
Q2
$61K Sell
740
-70
-9% -$5.36K 0.01% 308
2021
Q1
$58K Hold
810
0.01% 321
2020
Q4
$52K Hold
810
0.01% 323
2020
Q3
$45K Hold
810
0.01% 310
2020
Q2
$42K Hold
810
0.01% 306
2020
Q1
$37K Hold
810
0.01% 302
2019
Q4
$66K Hold
810
0.01% 292
2019
Q3
$73K Buy
810
+570
+238% +$49.6K 0.01% 277
2019
Q2
$20K Hold
240
﹤0.01% 393
2019
Q1
$19K Hold
240
﹤0.01% 397
2018
Q4
$17K Sell
240
-4,600
-95% -$313K ﹤0.01% 393
2018
Q3
$311K Buy
4,840
+40
+0.8% +$2.58K 0.04% 171
2018
Q2
$301K Hold
4,800
0.04% 169
2018
Q1
$261K Hold
4,800
0.04% 180
2017
Q4
$306K Hold
4,800
0.04% 179
2017
Q3
$337K Buy
4,800
+4,600
+2,300% +$334K 0.05% 175
2017
Q2
$15K Hold
200
﹤0.01% 470
2017
Q1
$14K Hold
200
﹤0.01% 492
2016
Q4
$13K Buy
+200
New +$13.2K ﹤0.01% 494
2015
Q2
Sell
-2,800
Closed -$217K 197
2015
Q1
$217K Sell
2,800
-179
-6% -$14.1K 0.04% 181
2014
Q4
$225K Buy
+2,979
New +$213K 0.04% 185

Other funds holding WELL

Webster Bank's WELL Position: Q2 2026 in Review

Webster Bank reduced its Welltower (WELL) stake by 14% in Q2 2026, selling an estimated $21.1K and leaving 600 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #272.

Webster Bank first reported a position in WELL in Q4 2014 and has held it in 41 quarters since. The position peaked at $337K in Q3 2017. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Webster Bank held 600 shares of Welltower worth $136K as of Q2 2026.
  • Webster Bank sold 100 Welltower shares in Q2 2026, an estimated $21.1K.
  • Welltower made up 0.01% of Webster Bank's portfolio in Q2 2026, its #272 holding.
  • Webster Bank first reported a position in Welltower in Q4 2014 and has held it in 41 quarters since.
  • Webster Bank's Welltower position peaked at $337K in Q3 2017.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.