New Covenant Trust Company, N.A.
BankPosition in WELL — Welltower Inc.
CIK 2023097
JEFFERSONVILLE, IN
Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$349,533
+$330,191 QoQ
Shares Held
1,540
+644.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,054
of 1,581 holders
Holding Since
Mar 2024
2 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, 2026New Covenant Trust Company, N.A. holds $349,533 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
|
1,540 | $349,533 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,533 | 1,540 | Shares | Sole | 2026-07-14 | |
| 2024-03-31 | $19,342 | 207 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||