Harbour Trust & Investment Management Co
Position in WELL — Welltower Inc.
CIK 2003557
MICHIGAN CITY, IN
Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,275,898
+$1,386,032 QoQ
Shares Held
54,086
-1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#328
of 1,580 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Harbour Trust & Investment Management Co holds $12,275,898 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
|
54,086 | $12,275,898 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,275,898 | 54,086 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,889,866 | 55,080 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,135,604 | 54,607 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,729,650 | 54,618 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,470,829 | 55,102 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,337,534 | 54,419 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $7,017,979 | 55,685 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,111,425 | 55,545 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,809,122 | 55,723 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,048,375 | 54,028 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,408,937 | 59,986 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||