Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$489,347
+$63,085 QoQ
Shares Held
2,156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#946
of 1,580 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BURKE & HERBERT BANK & TRUST CO holds $489,347 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
|
2,156 | $489,347 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,347 | 2,156 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $426,262 | 2,156 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $400,175 | 2,156 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,011,835 | 5,680 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $873,186 | 5,680 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $870,232 | 5,680 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $807,600 | 6,408 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $820,416 | 6,408 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $673,976 | 6,465 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||