GREENLEAF TRUST

Position in WELL — Welltower Inc.

CIK 1162170 KALAMAZOO, MI

Position in WELL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,310,554

+$235,193 QoQ

Shares Held

10,180

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#572

of 1,580 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

GREENLEAF TRUST holds $4,357,533 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	10,180	$2,310,554
2	VTR	Ventas, Inc.	18,914	$1,679,563
3	HR	Healthcare Realty Trust Inc	18,216	$367,416

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,310,554	10,180	-3.0%	Shares	Defined	2026-07-21
2026-03-31	$2,075,361	10,497	+7.1%	Shares	Sole	2026-04-27
2025-12-31	$1,819,906	9,805	+1.7%	Shares	Defined	2026-01-21
2025-09-30	$1,717,982	9,644	-0.8%	Shares	Sole	2025-10-22
2025-06-30	$1,494,408	9,721	-5.1%	Shares	Sole	2025-07-17
2025-03-31	$1,570,095	10,248	+8.8%	Shares	Sole	2025-04-30
2024-12-31	$1,187,202	9,420	+3.8%	Shares	Defined	2025-01-24
2024-09-30	$1,162,384	9,079	+0.7%	Shares	Defined	2024-10-22
2024-06-30	$939,605	9,013	+14.0%	Shares	Defined	2024-07-22
2024-03-31	$738,736	7,906	-1.6%	Shares	Defined	2024-04-29
2023-12-31	$724,515	8,035	+6.0%	Shares	Defined	2024-01-31
2023-09-30	$620,789	7,578	+2.5%	Shares	Defined	2023-11-09
2023-06-30	$598,181	7,395	+10.8%	Shares	Defined	2023-08-09
2023-03-31	$478,387	6,673	+6.3%	Shares	Defined	2023-05-11
2022-12-31	$411,326	6,275	+20.9%	Shares	Defined	2023-01-25
2022-09-30	$333,949	5,192	+4.0%	Shares	Defined	2022-11-10
2022-06-30	$411,173	4,993	-9.8%	Shares	Defined	2022-08-12
2022-03-31	$531,942	5,533	+17.4%	Shares	Defined	2022-04-27
2021-12-31	$404,148	4,712	+0.9%	Shares	Defined	2022-02-11
2021-09-30	$384,725	4,669	+6.5%	Shares	Defined	2021-11-12
2021-06-30	$364,476	4,386	+10.8%	Shares	Defined	2021-08-10
2021-03-31	$283,583	3,959	+9.3%	Shares	Defined	2021-04-30
2020-12-31	$233,989	3,621	—	Shares	Defined	2021-02-08
No filing history on record for this holder in this stock.