Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$240,815
+$31,045 QoQ
Shares Held
1,061
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,190
of 1,580 holders
Holding Since
Dec 2021
19 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, 2026City State Bank holds $245,667 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (98.0% of the industry book) .
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,815 | 1,061 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $209,770 | 1,061 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $196,375 | 1,058 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $188,472 | 1,058 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $162,646 | 1,058 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $162,096 | 1,058 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $133,339 | 1,058 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $135,455 | 1,058 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $110,296 | 1,058 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $98,859 | 1,058 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $95,399 | 1,058 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $86,671 | 1,058 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $85,581 | 1,058 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $75,848 | 1,058 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $69,351 | 1,058 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $8,490 | 132 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $10,870 | 132 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $12,690 | 132 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $11,321 | 132 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||