Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$948,052
+$129,138 QoQ
Shares Held
4,177
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#759
of 1,581 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 OF NEVADA INC holds $1,572,739 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,177 | $948,052 | |
| 2 | VTR |
Ventas, Inc.
|
4,458 | $395,870 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
6,762 | $136,389 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
800 | $38,144 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
529 | $21,345 | |
| 6 | LTC |
Ltc Properties Inc
|
500 | $19,225 | |
| 7 | MPT |
Medical Properties Trust Inc
|
1,500 | $6,930 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
126 | $6,570 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,052 | 4,177 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $818,914 | 4,142 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $761,928 | 4,105 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $708,106 | 3,975 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $615,842 | 4,006 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $611,154 | 3,989 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $518,613 | 4,115 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $558,210 | 4,360 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $453,591 | 4,351 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $299,942 | 3,210 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $273,485 | 3,033 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $248,463 | 3,033 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $246,552 | 3,048 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $218,511 | 3,048 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $199,337 | 3,041 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $196,368 | 3,053 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $251,414 | 3,053 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $338,028 | 3,516 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $318,721 | 3,716 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $306,198 | 3,716 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $321,763 | 3,872 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $422,402 | 5,897 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $386,879 | 5,987 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $357,368 | 6,487 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $384,399 | 7,428 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $486,549 | 10,628 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||