Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$93,511
+$12,055 QoQ
Shares Held
412
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,360
of 1,581 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Avalon Trust Co holds $474,467 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
1,970 | $174,936 | |
| 2 | WELL |
Welltower Inc.
This page
|
412 | $93,511 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
3,650 | $73,620 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
989 | $51,576 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
2,093 | $44,790 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
1,847 | $36,034 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,511 | 412 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $81,456 | 412 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $76,471 | 412 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $74,818 | 420 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $79,209 | 517 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||