Dorsey & Whitney Trust CO LLC

Bank

Position in WELL — Welltower Inc.

CIK 1384042 SIOUX FALLS, SD

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,484,378

+$272,816 QoQ

Shares Held

6,540

+6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#652

of 1,580 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Dorsey & Whitney Trust CO LLC holds $1,756,015 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (84.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	6,540	$1,484,378
2	VTR	Ventas, Inc.	3,059	$271,637

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,484,378	6,540	+6.7%	Shares	Other	2026-08-14
2026-03-31	$1,211,562	6,128	+7.8%	Shares	Other	2026-05-14
2025-12-31	$1,055,002	5,684	+7.8%	Shares	Other	2026-02-11
2025-09-30	$939,504	5,274	+2.0%	Shares	Other	2025-11-13
2025-06-30	$794,627	5,169	+3.8%	Shares	Other	2025-08-11
2025-03-31	$762,829	4,979	+9.7%	Shares	Other	2025-05-14
2024-12-31	$571,923	4,538	+3.0%	Shares	Other	2025-02-07
2024-09-30	$563,969	4,405	+5.7%	Shares	Other	2024-11-12
2024-06-30	$434,303	4,166	+1.5%	Shares	Other	2024-08-07
2024-03-31	$383,569	4,105	+0.7%	Shares	Other	2024-05-09
2023-12-31	$367,712	4,078	-10.5%	Shares	Other	2024-02-12
2023-09-30	$373,061	4,554	+14.7%	Shares	Other	2023-11-08
2023-06-30	$321,131	3,970	+27.3%	Shares	Other	2023-08-10
2023-03-31	$223,526	3,118	+9.9%	Shares	Other	2023-05-11
2022-06-30	$233,624	2,837	+3.6%	Shares	Other	2022-08-12
2022-03-31	$263,326	2,739	+4.3%	Shares	Other	2022-05-11
2021-12-31	$225,315	2,627	-32.7%	Shares	Other	2022-02-08
2020-06-30	$201,979	3,903	-56.1%	Shares	Other	2020-08-13
2020-03-31	$407,210	8,895	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.