MOODY NATIONAL BANK TRUST DIVISION

Bank

Position in WELL — Welltower Inc.

CIK 1092903 GALVESTON, TX

Position in WELL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$366,329

+$30,618 QoQ

Shares Held

1,614

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,042

of 1,580 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Real Estate · as of Jun 30, 2026

MOODY NATIONAL BANK TRUST DIVISION holds $4,095,660 across 5 REIT - Healthcare Facilities names. WELL ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	38,097	$1,537,213
2	VTR	Ventas, Inc.	11,331	$1,006,192
3	NHI	National Health Investors Inc	9,482	$723,097
4	OHI	Omega Healthcare Investors Inc	9,707	$462,829
5	WELL	Welltower Inc. This page	1,614	$366,329

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,329	1,614	-4.9%	Shares	Defined	2026-07-07
2026-03-31	$335,711	1,698	+0.6%	Shares	Defined	2026-04-09
2025-12-31	$313,308	1,688	+9.3%	Shares	Defined	2026-01-12
2025-09-30	$275,226	1,545	0.0%	Shares	Defined	2025-10-06
2025-06-30	$237,512	1,545	-0.4%	Shares	Defined	2025-07-10
2025-03-31	$237,627	1,551	-51.0%	Shares	Defined	2025-04-04
2024-06-30	$329,847	3,164	0.0%	Shares	Defined	2024-07-03
2024-03-31	$295,644	3,164	-26.7%	Shares	Defined	2024-04-04
2023-12-31	$388,992	4,314	-53.3%	Shares	Defined	2024-01-11
2023-09-30	$756,940	9,240	+10.2%	Shares	Defined	2023-10-12
2023-06-30	$678,019	8,382	0.0%	Shares	Defined	2023-07-07
2023-03-31	$600,905	8,382	-2.4%	Shares	Defined	2023-04-19
2022-12-31	$562,746	8,585	+1.4%	Shares	Defined	2023-01-11
2022-09-30	$544,533	8,466	+5.6%	Shares	Defined	2022-10-05
2022-06-30	$660,282	8,018	-55.1%	Shares	Defined	2022-07-07
2022-03-31	$1,715,426	17,843	-7.3%	Shares	Defined	2022-04-12
2021-12-31	$1,651,329	19,253	-37.7%	Shares	Defined	2022-01-13
2021-09-30	$2,546,984	30,910	-0.1%	Shares	Defined	2021-10-07
2021-06-30	$2,572,360	30,955	-0.4%	Shares	Defined	2021-08-05
2021-03-31	$2,226,187	31,079	+0.2%	Shares	Defined	2021-04-14
2020-12-31	$2,005,158	31,030	0.0%	Shares	Defined	2021-03-04
2020-09-30	$1,709,442	31,030	0.0%	Shares	Defined	2020-10-08
2020-06-30	$1,605,802	31,030	+58.0%	Shares	Defined	2020-07-10
2020-03-31	$899,256	19,643	—	Shares	Defined	2020-04-17
No filing history on record for this holder in this stock.