PEAPACK GLADSTONE FINANCIAL CORP

Position in WELL — Welltower Inc.

CIK 1050743 BEDMINSTER, NJ

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,949,880

+$830,129 QoQ

Shares Held

39,432

-4.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#371

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Real Estate · as of Jun 30, 2026

PEAPACK GLADSTONE FINANCIAL CORP holds $13,861,660 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	39,432	$8,949,880
2	DOC	Healthpeak Properties, Inc.	161,827	$3,463,097
3	VTR	Ventas, Inc.	16,314	$1,448,683

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,949,880	39,432	-4.0%	Shares	Defined	2026-08-14
2026-03-31	$8,119,751	41,069	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$7,844,806	42,265	-3.9%	Shares	Sole	2026-02-10
2025-09-30	$7,831,567	43,963	+1.7%	Shares	Defined	2025-11-14
2025-06-30	$6,644,978	43,225	-3.0%	Shares	Sole	2025-08-14
2025-03-31	$6,827,496	44,563	-3.2%	Shares	Defined	2025-05-12
2024-12-31	$5,804,562	46,057	-2.4%	Shares	Defined	2025-02-13
2024-09-30	$6,042,759	47,198	-0.2%	Shares	Defined	2024-11-26
2024-06-30	$4,931,024	47,300	+2.0%	Shares	Defined	2024-08-13
2024-03-31	$4,332,251	46,364	-0.5%	Shares	Defined	2024-05-10
2023-12-31	$4,200,929	46,589	-2.4%	Shares	Defined	2024-02-13
2023-09-30	$3,910,532	47,736	+0.9%	Shares	Defined	2023-11-14
2023-06-30	$3,827,552	47,318	-0.5%	Shares	Defined	2023-08-14
2023-03-31	$3,410,292	47,570	-1.4%	Shares	Defined	2023-05-15
2022-12-31	$3,161,934	48,237	-1.7%	Shares	Sole	2023-02-14
2022-09-30	$3,154,831	49,049	+11.5%	Shares	Defined	2022-11-14
2022-06-30	$3,622,987	43,995	-2.7%	Shares	Sole	2022-08-12
2022-03-31	$4,347,258	45,218	-1.6%	Shares	Defined	2022-05-16
2021-12-31	$3,942,245	45,963	-0.2%	Shares	Defined	2022-02-15
2021-09-30	$3,793,283	46,035	-3.8%	Shares	Defined	2021-11-15
2021-06-30	$3,976,417	47,851	-2.4%	Shares	Defined	2021-08-16
2021-03-31	$3,511,087	49,017	-1.3%	Shares	Sole	2021-05-14
2020-12-31	$3,209,803	49,672	-3.6%	Shares	Defined	2021-02-16
2020-09-30	$2,839,283	51,539	+0.5%	Shares	Defined	2020-11-16
2020-06-30	$2,652,601	51,258	+0.8%	Shares	Defined	2020-08-14
2020-03-31	$2,327,180	50,834	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.