Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$17,022
+$2,194 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,481
of 1,577 holders
Holding Since
Dec 2023
11 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, 2026Arlington Trust Co LLC holds $23,168 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (73.5% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,022 | 75 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $14,828 | 75 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,094 | 49 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $23,336 | 131 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $20,753 | 135 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $20,070 | 131 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $16,509 | 131 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,771 | 131 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $13,656 | 131 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $12,240 | 131 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $15,689 | 174 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||