Position in WELL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$907
+$117 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,570
of 1,580 holders
Holding Since
Mar 2020
20 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, 2026Trust Co holds $304,520 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (0.3% of the industry book) .
All Filings in WELL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907 | 4 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $790 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $742 | 4 | Shares | Sole | 2026-01-15 | |
| 2024-03-31 | $79,424 | 850 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $76,644 | 850 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $69,632 | 850 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $68,756 | 850 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $60,936 | 850 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $55,717 | 850 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $54,672 | 850 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $69,997 | 850 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $81,719 | 850 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $72,904 | 850 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $70,040 | 850 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $70,635 | 850 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $60,885 | 850 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $54,927 | 850 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $46,826 | 850 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $43,987 | 850 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $38,913 | 850 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||