Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$26,328
-$66,793 QoQ
Shares Held
116
-75.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,458
of 1,580 holders
Holding Since
Sep 2020
9 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, 2026Independence Bank of Kentucky holds $224,232 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (11.7% of the industry book) .
All Filings in WELL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,328 | 116 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $93,121 | 471 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $92,062 | 496 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $80,341 | 451 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $52,421 | 341 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $51,018 | 333 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $41,967 | 333 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $42,633 | 333 | Shares | Sole | 2024-10-09 | |
| 2020-09-30 | $3,966 | 72 | Shares | Sole | 2020-10-05 | |
| No filing history on record for this holder in this stock. | ||||||