Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$639,147
+$74,883 QoQ
Shares Held
2,816
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#864
of 1,580 holders
Holding Since
Jun 2025
5 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, 2026Heartland Bank & Trust Co holds $639,147 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
|
2,816 | $639,147 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,147 | 2,816 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $564,264 | 2,854 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $514,510 | 2,772 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $502,532 | 2,821 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $439,821 | 2,861 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||