ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in WELL — Welltower Inc.
CIK 109380
SALT LAKE CITY, UT
Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$430,789
+$52,175 QoQ
Shares Held
1,898
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#989
of 1,581 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $560,851 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (76.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,898 | $430,789 | |
| 2 | VTR |
Ventas, Inc.
|
744 | $66,067 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,893 | $40,510 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
276 | $13,159 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
132 | $6,883 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
49 | $1,977 | |
| 7 | NHI |
National Health Investors Inc
|
11 | $838 | |
| 8 | MPT |
Medical Properties Trust Inc
|
136 | $628 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,789 | 1,898 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $378,614 | 1,915 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $706,246 | 3,805 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $394,758 | 2,216 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $246,582 | 1,604 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $235,790 | 1,539 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||