Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$253,070
+$35,590 QoQ
Shares Held
1,115
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,168
of 1,581 holders
Holding Since
Mar 2020
24 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, 2026WASHINGTON TRUST Co holds $253,070 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
|
1,115 | $253,070 |
All Filings in WELL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,070 | 1,115 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $217,480 | 1,100 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $305,327 | 1,645 | Shares | Defined | 2026-02-10 | |
| 2025-03-31 | $183,851 | 1,200 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $151,235 | 1,200 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $153,635 | 1,200 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $88,612 | 850 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $79,424 | 850 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $76,644 | 850 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $69,632 | 850 | Shares | Other | 2023-10-18 | |
| 2023-06-30 | $88,170 | 1,090 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $78,142 | 1,090 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $71,449 | 1,090 | Shares | Other | 2023-07-27 | |
| 2022-09-30 | $70,108 | 1,090 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $89,761 | 1,090 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $104,792 | 1,090 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $93,489 | 1,090 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $131,016 | 1,590 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $132,129 | 1,590 | Shares | Other | 2021-08-05 | |
| 2021-03-31 | $123,489 | 1,724 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $109,207 | 1,690 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $101,365 | 1,840 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $69,345 | 1,340 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $77,368 | 1,690 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||