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WhitTier Trust Company’s Welltower WELL Stock Holding History

WhitTier Trust Company’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 		$992K Buy
4,177
+35
+0.8% +$7.4K 0.02% 304
2026
Q1 		$832K Buy
4,142
+37
+0.9% +$7.31K 0.02% 320
2025
Q4 		$762K Buy
4,105
+130
+3% +$24.3K 0.02% 317
2025
Q3 		$696K Sell
3,975
-31
-0.8% -$5.09K 0.01% 323
2025
Q2 		$616K Buy
4,006
+17
+0.4% +$2.54K 0.01% 374
2025
Q1 		$611K Sell
3,989
-126
-3% -$18K 0.02% 353
2024
Q4 		$519K Sell
4,115
-245
-6% -$32.2K 0.01% 364
2024
Q3 		$558K Buy
4,360
+9
+0.2% +$1.05K 0.01% 345
2024
Q2 		$454K Buy
4,351
+1,141
+36% +$112K 0.01% 359
2024
Q1 		$300K Buy
3,210
+177
+6% +$16K 0.01% 411
2023
Q4 		$273K Hold
3,033
– – 0.01% 416
2023
Q3 		$248K Sell
3,033
-15
-0.5% -$1.23K 0.01% 423
2023
Q2 		$247K Hold
3,048
– – 0.01% 436
2023
Q1 		$219K Buy
3,048
+7
+0.2% +$508 0.01% 448
2022
Q4 		$199K Sell
3,041
-12
-0.4% -$771 0.01% 464
2022
Q3 		$196K Hold
3,053
– – 0.01% 468
2022
Q2 		$251K Sell
3,053
-463
-13% -$41.2K 0.01% 430
2022
Q1 		$338K Sell
3,516
-200
-5% -$17.4K 0.01% 396
2021
Q4 		$319K Hold
3,716
– – 0.01% 402
2021
Q3 		$306K Sell
3,716
-156
-4% -$13.4K 0.01% 399
2021
Q2 		$321K Sell
3,872
-2,025
-34% -$155K 0.01% 392
2021
Q1 		$423K Sell
5,897
-90
-2% -$6.04K 0.02% 351
2020
Q4 		$387K Sell
5,987
-500
-8% -$30.3K 0.02% 348
2020
Q3 		$357K Sell
6,487
-941
-13% -$51.7K 0.02% 343
2020
Q2 		$385K Sell
7,428
-3,200
-30% -$157K 0.02% 320
2020
Q1 		$486K Sell
10,628
-2,682
-20% -$198K 0.04% 274
2019
Q4 		$1.09M Buy
13,310
+524
+4% +$44.9K 0.07% 212
2019
Q3 		$1.16M Sell
12,786
-20
-0.2% -$1.74K 0.08% 194
2019
Q2 		$1.04M Hold
12,806
– – 0.07% 191
2019
Q1 		$994K Sell
12,806
-100
-0.8% -$7.5K 0.07% 190
2018
Q4 		$896K Sell
12,906
-805
-6% -$54.8K 0.07% 193
2018
Q3 		$882K Sell
13,711
-100
-0.7% -$6.46K 0.06% 200
2018
Q2 		$866K Sell
13,811
-946
-6% -$52.7K 0.07% 199
2018
Q1 		$803K Buy
14,757
+321
+2% +$18.1K 0.07% 211
2017
Q4 		$921K Sell
14,436
-1,270
-8% -$85.2K 0.08% 205
2017
Q3 		$1.1M Sell
15,706
-4
-0% -$291 0.1% 182
2017
Q2 		$1.18M Sell
15,710
-315
-2% -$23K 0.11% 168
2017
Q1 		$1.13M Sell
16,025
-570
-3% -$38.5K 0.11% 171
2016
Q4 		$1.11M Sell
16,595
-806
-5% -$53.4K 0.12% 162
2016
Q3 		$1.3M Hold
17,401
– – 0.15% 147
2016
Q2 		$1.32M Hold
17,401
– – 0.15% 146
2016
Q1 		$1.21M Sell
17,401
-550
-3% -$35.5K 0.14% 153
2015
Q4 		$1.22M Buy
+17,951
New +$1.17M 0.14% 155
2015
Q3 		– Sell
-19,394
Closed -$1.27M – 905
2015
Q2 		$1.27M Sell
19,394
-154
-0.8% -$11K 0.14% 153
2015
Q1 		$1.51M Hold
19,548
– – 0.17% 127
2014
Q4 		$1.48M Sell
19,548
-250
-1% -$17.8K 0.17% 127
2014
Q3 		$1.23M Sell
19,798
-757
-4% -$48.8K 0.14% 150
2014
Q2 		$1.29M Sell
20,555
-85
-0.4% -$5.35K 0.14% 145
2014
Q1 		$1.23M Sell
20,640
-950
-4% -$54.3K 0.14% 148
2013
Q4 		$1.16M Sell
21,590
-770
-3% -$45.8K 0.14% 146
2013
Q3 		$1.39M Sell
22,360
-355
-2% -$22.6K 0.19% 115
2013
Q2 		$1.52M Buy
+22,715
New +$1.61M 0.22% 101

Other funds holding WELL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

WhitTier Trust Company's WELL Position: Q2 2026 in Review

WhitTier Trust Company increased its Welltower (WELL) stake by 0.85% in Q2 2026, buying an estimated $7.4K and bringing the position to 4,177 shares worth $992K. The position accounts for 0.02% of the portfolio, ranked #304.

WhitTier Trust Company first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.52M in Q2 2013. 618 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • WhitTier Trust Company held 4,177 shares of Welltower worth $992K as of Q2 2026.
  • WhitTier Trust Company bought 35 Welltower shares in Q2 2026, an estimated $7.4K.
  • Welltower made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #304 holding.
  • WhitTier Trust Company first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • WhitTier Trust Company's Welltower position peaked at $1.52M in Q2 2013.
  • 618 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.