Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$90,788
+$11,704 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,363
of 1,581 holders
Holding Since
Mar 2022
16 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, 2026Riverview Trust Co holds $90,788 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
|
400 | $90,788 |
All Filings in WELL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,788 | 400 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $79,084 | 400 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $74,244 | 400 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $71,256 | 400 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $61,492 | 400 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $228,895 | 1,494 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $189,549 | 1,504 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $192,557 | 1,504 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $164,923 | 1,582 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $147,822 | 1,582 | Shares | Sole | 2024-04-12 | |
| 2023-09-30 | $101,744 | 1,242 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $100,465 | 1,242 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $96,207 | 1,342 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $81,413 | 1,242 | Shares | Sole | 2023-01-26 | |
| 2022-06-30 | $18,940 | 230 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $22,112 | 230 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||