Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$374,726
+$48,703 QoQ
Shares Held
1,651
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,032
of 1,581 holders
Holding Since
Sep 2024
8 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, 2026Mechanics Bank Trust Department holds $374,726 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
|
1,651 | $374,726 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,726 | 1,651 | Shares | Other | 2026-07-07 | |
| 2026-03-31 | $326,023 | 1,649 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $306,070 | 1,649 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $293,752 | 1,649 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $253,500 | 1,649 | Shares | Other | 2025-07-14 | |
| 2025-03-31 | $252,643 | 1,649 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $207,823 | 1,649 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $211,121 | 1,649 | Shares | Other | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||