Diversified Trust Co

Bank

Position in WELL — Welltower Inc.

CIK 1479844 MEMPHIS, TN

Position in WELL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,136,438

+$80,075 QoQ

Shares Held

5,007

-6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#194

of 582 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Diversified Trust Co holds $1,692,042 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	5,007	$1,136,438
2	VTR	Ventas, Inc.	4,546	$403,684
3	NHP	National Healthcare Properties, Inc.	10,370	$151,920

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,136,438	5,007	-6.3%	Shares	Sole	2026-07-17
2026-03-31	$1,056,363	5,343	-45.2%	Shares	Sole	2026-04-16
2025-12-31	$1,808,954	9,746	-29.5%	Shares	Sole	2026-01-09
2025-09-30	$2,462,072	13,821	-22.9%	Shares	Sole	2025-10-20
2025-06-30	$2,756,224	17,929	-37.6%	Shares	Sole	2025-07-11
2025-03-31	$4,398,811	28,711	+175.8%	Shares	Sole	2025-04-24
2024-12-31	$1,311,971	10,410	-43.7%	Shares	Sole	2025-01-07
2024-09-30	$2,365,225	18,474	+93.8%	Shares	Sole	2024-10-07
2024-06-30	$993,919	9,534	+141.1%	Shares	Sole	2024-07-16
2024-03-31	$369,554	3,955	-30.8%	Shares	Sole	2024-04-18
2023-12-31	$515,411	5,716	+51.1%	Shares	Sole	2024-01-08
2023-09-30	$309,902	3,783	+2.3%	Shares	Sole	2023-11-17
2023-06-30	$299,049	3,697	+2.8%	Shares	Sole	2023-07-18
2023-03-31	$257,725	3,595	-3.0%	Shares	Sole	2023-04-07
2020-09-30	$204,273	3,708	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.