Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$769,882
+$99,250 QoQ
Shares Held
3,392
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#810
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026LCNB CORP holds $769,882 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,392 | $769,882 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,882 | 3,392 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $670,632 | 3,392 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $629,589 | 3,392 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $635,247 | 3,566 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $548,201 | 3,566 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $552,168 | 3,604 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $454,212 | 3,604 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $461,420 | 3,604 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $414,185 | 3,973 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $371,237 | 3,973 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $362,753 | 4,023 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $329,564 | 4,023 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $399,192 | 4,935 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $344,828 | 4,810 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $315,951 | 4,820 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $312,595 | 4,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $400,221 | 4,860 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $455,222 | 4,735 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $406,120 | 4,735 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $375,744 | 4,560 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $393,478 | 4,735 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $339,168 | 4,735 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $305,975 | 4,735 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $260,851 | 4,735 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $245,036 | 4,735 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $207,017 | 4,522 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||