Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$662,751
+$75,356 QoQ
Shares Held
2,920
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#852
of 1,581 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Blue Trust, Inc. holds $1,382,656 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,920 | $662,751 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
16,744 | $358,320 | |
| 3 | VTR |
Ventas, Inc.
|
3,208 | $284,870 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
384 | $20,024 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
394 | $18,785 | |
| 6 | MPT |
Medical Properties Trust Inc
|
4,000 | $18,480 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
562 | $17,062 | |
| 8 | NHI |
National Health Investors Inc
|
31 | $2,364 |
All Filings in WELL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,751 | 2,920 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $587,395 | 2,971 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $571,491 | 3,079 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $571,472 | 3,208 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $473,949 | 3,083 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $269,189 | 1,757 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $120,483 | 956 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $728,233 | 5,688 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $210,167 | 2,016 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $32,984 | 353 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $87 | 1,069 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $25,476 | 311 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $2,847 | 261 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $24 | 373 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $25,957 | 396 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $21,224 | 330 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $13,999 | 170 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||