Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$758,533
+$217,599 QoQ
Shares Held
3,342
+22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#812
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Providence First Trust Co holds $758,533 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
|
3,342 | $758,533 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,533 | 3,342 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $540,934 | 2,736 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $495,578 | 2,670 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||