Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$221,068
-$241,968 QoQ
Shares Held
974
-58.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,241
of 1,581 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, 2026Family Capital Trust Co holds $221,068 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
|
974 | $221,068 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,068 | 974 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $463,036 | 2,342 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $172,802 | 931 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $163,888 | 920 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||