Citizens National Bank Trust Department

Bank

Position in WELL — Welltower Inc.

CIK 1806425 MERIDIAN, MS

Position in WELL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$18,838

+$2,429 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,483

of 1,586 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Citizens National Bank Trust Department holds $67,187 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HR	Healthcare Realty Trust Inc	1,543	$31,122
2	WELL	Welltower Inc. This page	83	$18,838
3	VTR	Ventas, Inc.	194	$17,227

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,838	83	0.0%	Shares	Sole	2026-07-22
2026-03-31	$16,409	83	0.0%	Shares	Sole	2026-05-04
2025-12-31	$15,405	83	0.0%	Shares	Sole	2026-01-30
2025-09-30	$14,785	83	0.0%	Shares	Sole	2025-10-23
2025-06-30	$12,759	83	0.0%	Shares	Sole	2025-07-23
2025-03-31	$12,716	83	0.0%	Shares	Sole	2025-04-25
2024-12-31	$10,460	83	0.0%	Shares	Sole	2025-02-03
2024-09-30	$10,626	83	0.0%	Shares	Sole	2024-10-29
2024-06-30	$8,652	83	0.0%	Shares	Sole	2024-07-22
2024-03-31	$7,755	83	0.0%	Shares	Sole	2024-05-03
2023-12-31	$7,484	83	0.0%	Shares	Sole	2024-01-29
2023-09-30	$6,799	83	0.0%	Shares	Sole	2023-10-25
2023-06-30	$6,713	83	0.0%	Shares	Sole	2023-07-24
2023-03-31	$5,950	83	0.0%	Shares	Sole	2023-05-03
2022-12-31	$5,440	83	-48.8%	Shares	Sole	2023-02-09
2022-09-30	$10,419	162	0.0%	Shares	Sole	2022-11-08
2022-06-30	$13,340	162	0.0%	Shares	Sole	2022-07-28
2022-03-31	$15,574	162	0.0%	Shares	Sole	2022-05-10
2021-12-31	$13,894	162	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.