Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$402,141
+$35,191 QoQ
Shares Held
2,034
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Parkside Financial Bank & Trust holds $879,193 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,034 | $402,141 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
15,007 | $246,564 | |
| 3 | VTR |
Ventas, Inc.
|
1,601 | $130,929 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
1,505 | $28,941 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
361 | $17,024 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
438 | $16,052 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
283 | $12,400 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
652 | $11,077 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402,141 | 2,034 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $366,950 | 1,977 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $343,453 | 1,928 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $286,706 | 1,865 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $241,764 | 1,578 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $181,104 | 1,437 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $178,088 | 1,391 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $142,926 | 1,371 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $125,676 | 1,345 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $159,149 | 1,765 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $141,393 | 1,726 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $132,578 | 1,639 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $117,427 | 1,638 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $102,847 | 1,569 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $51,455 | 800 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $68,514 | 832 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $75,469 | 785 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $255,680 | 2,981 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $300,100 | 3,642 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $359,822 | 4,330 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $300,271 | 4,192 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $286,072 | 4,427 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $258,756 | 4,697 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $325,869 | 6,297 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $293,082 | 6,402 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||