Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$54,472
+$7,022 QoQ
Shares Held
240
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,402
of 1,577 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Grove Bank & Trust holds $72,026 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (75.6% of the industry book) .
All Filings in WELL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,472 | 240 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $47,450 | 240 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $39,906 | 215 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $37,765 | 212 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $32,590 | 212 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $22,521 | 147 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $88,094 | 699 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $88,212 | 689 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $68,805 | 660 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $70,080 | 750 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $67,627 | 750 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $84,377 | 1,030 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $83,316 | 1,030 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $73,840 | 1,030 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $61,944 | 945 | Shares | Sole | 2023-02-03 | |
| 2020-03-31 | $323,023 | 7,056 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||