TRUST CO OF VERMONT

Bank

Position in WELL — Welltower Inc.

CIK 1134008 BRATTLEBORO, VT

Position in WELL

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

Position Value

$101,455

-$28,286 QoQ

Shares Held

447

-36.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,351

of 1,580 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

TRUST CO OF VERMONT holds $261,269 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	447	$101,455
2	DOC	Healthpeak Properties, Inc.	4,487	$96,021
3	UHT	Universal Health Realty Income Trust	932	$40,877
4	VTR	Ventas, Inc.	148	$13,142
5	OHI	Omega Healthcare Investors Inc	205	$9,774

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,455	447	-36.1%	Shares	Sole	2026-08-07
2025-12-31	$129,741	699	+33.9%	Shares	Sole	2026-01-16
2025-09-30	$92,989	522	+23.7%	Shares	Sole	2025-10-14
2025-06-30	$64,874	422	+124.5%	Shares	Sole	2025-07-18
2025-03-31	$28,803	188	0.0%	Shares	Sole	2025-04-24
2024-12-31	$23,693	188	-84.2%	Shares	Sole	2025-01-15
2024-09-30	$152,099	1,188	+1088.0%	Shares	Sole	2024-10-16
2024-06-30	$10,425	100	-39.0%	Shares	Sole	2024-07-09
2024-03-31	$15,324	164	+62.4%	Shares	Sole	2024-05-03
2023-12-31	$9,107	101	+1.0%	Shares	Sole	2024-03-08
2023-09-30	$8,192	100	0.0%	Shares	Sole	2023-11-27
2023-06-30	$8,089	100	0.0%	Shares	Sole	2023-07-17
2023-03-31	$7,169	100	0.0%	Shares	Sole	2023-04-07
2022-12-31	$6,555	100	0.0%	Shares	Sole	2023-02-09
2022-09-30	$6,432	100	-32.4%	Shares	Sole	2022-10-24
2022-06-30	$12,187	148	+48.0%	Shares	Sole	2022-07-20
2021-12-31	$8,577	100	0.0%	Shares	Sole	2022-01-21
2021-06-30	$8,310	100	0.0%	Shares	Sole	2021-07-15
2021-03-31	$7,163	100	0.0%	Shares	Sole	2021-04-16
2020-12-31	$6,462	100	0.0%	Shares	Sole	2021-02-03
2020-09-30	$5,509	100	-89.0%	Shares	Sole	2020-11-06
2020-06-30	$47,040	909	-26.6%	Shares	Sole	2020-07-17
2020-03-31	$56,721	1,239	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.