Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,443,134
+$712,562 QoQ
Shares Held
15,170
+9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#511
of 1,580 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $4,752,845 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
15,170 | $3,443,134 | |
| 2 | VTR |
Ventas, Inc.
|
14,749 | $1,309,711 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,443,134 | 15,170 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,730,572 | 13,811 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,464,157 | 13,276 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $2,004,608 | 11,253 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $1,436,144 | 9,342 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,396,815 | 9,117 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,238,370 | 9,826 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $1,258,022 | 9,826 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $1,061,160 | 10,179 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $976,073 | 10,446 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $949,489 | 10,530 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||