Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$638,920
+$126,061 QoQ
Shares Held
2,815
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#865
of 1,580 holders
Holding Since
Sep 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, 2026FIRST CITIZENS BANK & TRUST CO holds $1,508,946 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
21,562 | $870,026 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,815 | $638,920 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,920 | 2,815 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $512,859 | 2,594 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $467,551 | 2,519 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $260,975 | 1,465 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||