Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$429,427
+$55,360 QoQ
Shares Held
1,892
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#990
of 1,580 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Advisors holds $481,895 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (89.1% of the industry book) .
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,427 | 1,892 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $374,067 | 1,892 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $258,369 | 1,392 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $247,970 | 1,392 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $260,111 | 1,692 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $259,231 | 1,692 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $216,393 | 1,717 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $219,827 | 1,717 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $178,997 | 1,717 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $160,810 | 1,721 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $157,526 | 1,747 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $142,950 | 1,745 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $141,153 | 1,745 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $124,955 | 1,743 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $114,253 | 1,743 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||