Position in WELL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$226,970
-$43,802 QoQ
Shares Held
1,000
-34.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,223
of 1,581 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026COMMUNITY TRUST & INVESTMENT CO holds $3,720,230 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
86,574 | $3,493,260 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,000 | $226,970 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,970 | 1,000 | Shares | Sole | 2026-07-08 | |
| 2025-09-30 | $270,772 | 1,520 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $233,669 | 1,520 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $232,879 | 1,520 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||