Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$167,957
+$21,652 QoQ
Shares Held
740
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,317
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Centennial Bank/AR/ holds $167,957 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
|
740 | $167,957 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,957 | 740 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $146,305 | 740 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $137,351 | 740 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $131,823 | 740 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $113,760 | 740 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $113,375 | 740 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $93,262 | 740 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||