Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$144,579
+$18,243 QoQ
Shares Held
637
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,326
of 1,580 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Co / SC holds $157,999 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (91.5% of the industry book) .
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,579 | 637 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $126,336 | 639 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $174,102 | 938 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $207,533 | 1,165 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $172,485 | 1,122 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $175,578 | 1,146 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $154,638 | 1,227 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $151,587 | 1,184 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $80,064 | 768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $49,616 | 531 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $47,880 | 531 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,499 | 531 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $42,952 | 531 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $38,067 | 531 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $34,807 | 531 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||