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Zions Bancorporation, National Association’s Welltower WELL Stock Holding History

Zions Bancorporation, National Association’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 		$431K Sell
1,898
-17
-0.9% -$3.59K 0.03% 272
2026
Q1 		$379K Sell
1,915
-1,890
-50% -$374K 0.02% 281
2025
Q4 		$706K Buy
3,805
+1,589
+72% +$297K 0.03% 281
2025
Q3 		$395K Buy
2,216
+612
+38% +$101K 0.02% 302
2025
Q2 		$247K Buy
1,604
+65
+4% +$9.71K 0.01% 324
2025
Q1 		$236K Buy
+1,539
New +$219K 0.01% 316

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Zions Bancorporation, National Association's WELL Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Welltower (WELL) stake by 0.89% in Q2 2026, selling an estimated $3.59K and leaving 1,898 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #272.

Zions Bancorporation, National Association first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $706K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Zions Bancorporation, National Association held 1,898 shares of Welltower worth $431K as of Q2 2026.
  • Zions Bancorporation, National Association sold 17 Welltower shares in Q2 2026, an estimated $3.59K.
  • Welltower made up 0.03% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #272 holding.
  • Zions Bancorporation, National Association first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Welltower position peaked at $706K in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.