Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$534,741
+$48,968 QoQ
Shares Held
2,356
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#911
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026WHITTIER TRUST CO holds $1,321,334 across 7 REIT - Healthcare Facilities names. WELL ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
6,499 | $577,111 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,356 | $534,741 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
2,185 | $104,180 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
3,990 | $85,386 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
206 | $10,742 | |
| 6 | NHI |
National Health Investors Inc
|
63 | $4,804 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
224 | $4,370 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,741 | 2,356 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $485,773 | 2,457 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $463,653 | 2,498 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $538,160 | 3,021 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $677,488 | 4,407 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $638,579 | 4,168 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $529,578 | 4,202 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $554,497 | 4,331 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $386,350 | 3,706 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $341,616 | 3,656 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $329,841 | 3,658 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $702,218 | 8,572 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $689,668 | 8,526 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $611,228 | 8,526 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $558,879 | 8,526 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $552,315 | 8,587 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $933,025 | 11,330 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,086,382 | 11,300 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $933,177 | 10,880 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $929,472 | 11,280 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $947,755 | 11,405 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $816,939 | 11,405 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $652,274 | 10,094 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $571,612 | 10,376 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $539,028 | 10,416 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $522,578 | 11,415 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||