First National Bank of Mount Dora, Trust Investment Services

Bank

Position in WELL — Welltower Inc.

CIK 1423045 Mount Dora, FL

Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$7,462,318

+$924,840 QoQ

Shares Held

32,878

-0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.79%

of 13F equity value

Holder Rank

#392

of 1,580 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 98% Shared 0% None 1%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

First National Bank of Mount Dora, Trust Investment Services holds $7,462,318 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	32,878	$7,462,318

All Filings in WELL

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17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,462,318	32,878	-0.6%	Shares	Sole	2026-07-08
2026-03-31	$6,537,478	33,066	+1286.4%	Shares	Sole	2026-06-08
2025-12-31	$442,679	2,385	0.0%	Shares	Sole	2026-06-08
2025-09-30	$424,863	2,385	-2.9%	Shares	Sole	2026-06-08
2025-06-30	$377,407	2,455	0.0%	Shares	Sole	2025-07-29
2025-03-31	$376,130	2,455	0.0%	Shares	Sole	2025-04-15
2024-12-31	$309,403	2,455	0.0%	Shares	Sole	2025-01-15
2024-09-30	$314,313	2,455	0.0%	Shares	Sole	2024-10-30
2024-06-30	$255,933	2,455	0.0%	Shares	Sole	2024-07-11
2024-03-31	$229,395	2,455	0.0%	Shares	Sole	2024-04-10
2023-12-31	$221,367	2,455	0.0%	Shares	Sole	2024-01-05
2023-09-30	$201,113	2,455	0.0%	Shares	Sole	2023-10-10
2022-06-30	$202,169	2,455	0.0%	Shares	Sole	2022-07-13
2022-03-31	$236,023	2,455	0.0%	Shares	Sole	2022-04-06
2021-12-31	$210,565	2,455	0.0%	Shares	Sole	2022-01-10
2021-09-30	$202,292	2,455	0.0%	Shares	Sole	2021-10-06
2021-06-30	$204,010	2,455	—	Shares	Sole	2021-07-02
No filing history on record for this holder in this stock.