Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$190,427
+$32,260 QoQ
Shares Held
839
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,304
of 1,580 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $300,543 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (63.4% of the industry book) .
All Filings in WELL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,427 | 839 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $158,167 | 800 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $148,487 | 800 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $142,512 | 800 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $122,983 | 800 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $122,567 | 800 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $100,823 | 800 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $102,423 | 800 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $83,399 | 800 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $74,752 | 800 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $80,250 | 890 | Shares | Defined | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||