Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$60,147
+$7,754 QoQ
Shares Held
265
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,398
of 1,580 holders
Holding Since
Mar 2026
2 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, 2026SOUTHERN MICHIGAN BANK & TRUST holds $139,623 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
895 | $79,476 | |
| 2 | WELL |
Welltower Inc.
This page
|
265 | $60,147 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,147 | 265 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $52,393 | 265 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||