Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,601,046
+$206,400 QoQ
Shares Held
7,054
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#639
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026Community Bank & Trust, Waco, Texas holds $1,601,046 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
|
7,054 | $1,601,046 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601,046 | 7,054 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,394,646 | 7,054 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,310,220 | 7,059 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,271,741 | 7,139 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,120,537 | 7,289 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,116,747 | 7,289 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,003,702 | 7,964 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,057,399 | 8,259 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $867,672 | 8,323 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $788,913 | 8,443 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $763,469 | 8,467 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $620 | 9,643 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $702,448 | 8,684 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $625,495 | 8,725 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $582,280 | 8,883 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $620,237 | 9,643 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $810,571 | 9,843 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $951,113 | 9,893 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $749,887 | 8,743 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $722,895 | 8,773 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $735,268 | 8,848 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $649,684 | 9,070 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $684,002 | 10,585 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $693,583 | 12,590 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $945,369 | 18,268 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $852,286 | 18,617 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||