Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$588,760
+$84,205 QoQ
Shares Held
2,594
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#889
of 1,580 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 80%
Shared 14%
None 6%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CHICAGO TRUST Co NA holds $813,779 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,594 | $588,760 | |
| 2 | VTR |
Ventas, Inc.
|
2,534 | $225,019 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,760 | 2,594 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $504,555 | 2,552 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $477,388 | 2,572 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $421,300 | 2,365 | Shares | Sole | 2025-10-10 | |
| 2021-12-31 | $244,444 | 2,850 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||