Position in WELL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$348,625
+$27,544 QoQ
Shares Held
1,536
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,056
of 1,581 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026TRUST POINT INC. holds $571,840 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,536 | $348,625 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
5,532 | $223,215 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,625 | 1,536 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $321,081 | 1,624 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $316,650 | 1,706 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $356,636 | 2,002 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||