Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,813,944
+$351,286 QoQ
Shares Held
7,992
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#617
of 1,580 holders
Holding Since
Mar 2022
13 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, 2026AMERICAN NATIONAL BANK & TRUST holds $2,233,910 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (81.2% of the industry book) .
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,813,944 | 7,992 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,462,658 | 7,398 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,312,448 | 7,071 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $335,259 | 1,882 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,455 | 55 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,426 | 55 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,931 | 55 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,041 | 55 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $5,733 | 55 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $983 | 15 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,765 | 43 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $2,305 | 28 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,691 | 28 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||