Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$433,285
+$56,846 QoQ
Shares Held
1,909
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#988
of 1,580 holders
Holding Since
Mar 2020
15 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, 2026REGIONS FINANCIAL CORP holds $1,910,472 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
16,635 | $1,477,187 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,909 | $433,285 |
All Filings in WELL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,285 | 1,909 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $376,439 | 1,904 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $314,423 | 1,694 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $337,931 | 1,897 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $445,817 | 2,900 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $455,493 | 2,973 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $248,153 | 1,969 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $267,197 | 2,087 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $204,537 | 1,962 | Shares | Defined | 2024-07-31 | |
| 2021-06-30 | $289,188 | 3,480 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $267,179 | 3,730 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $243,294 | 3,765 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $207,413 | 3,765 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $220,713 | 4,265 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $222,719 | 4,865 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||