Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$451,670
+$58,228 QoQ
Shares Held
1,990
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#975
of 1,580 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, 2026Cetera Trust Company, N.A holds $1,037,420 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (43.5% 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 | $451,670 | 1,990 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $393,442 | 1,990 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $415,766 | 2,240 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $443,568 | 2,490 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $382,787 | 2,490 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $436,648 | 2,850 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $359,185 | 2,850 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $387,290 | 3,025 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $336,206 | 3,225 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $301,344 | 3,225 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $290,798 | 3,225 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||