Position in WELL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$879,962
+$108,499 QoQ
Shares Held
3,877
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#781
of 1,581 holders
Holding Since
Mar 2020
22 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, 2026Glenview Trust Co holds $1,554,930 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,877 | $879,962 | |
| 2 | VTR |
Ventas, Inc.
|
7,601 | $674,968 |
All Filings in WELL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,962 | 3,877 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $771,463 | 3,902 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $723,878 | 3,900 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $679,069 | 3,812 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $597,855 | 3,889 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $605,179 | 3,950 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $498,826 | 3,958 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $506,102 | 3,953 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $426,486 | 4,091 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $388,897 | 4,162 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $409,280 | 4,539 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $401,325 | 4,899 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $448,534 | 5,545 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $398,739 | 5,562 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $371,143 | 5,662 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $330,218 | 5,134 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $400,961 | 4,869 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $455,030 | 4,733 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $307,742 | 3,588 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $273,897 | 3,324 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $249,881 | 3,007 | Shares | Sole | 2021-08-11 | |
| 2020-03-31 | $210,908 | 4,607 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||