Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,901
+$761 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,528
of 1,581 holders
Holding Since
Jun 2025
5 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, 2026Crews Bank & Trust holds $27,361 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (21.6% of the industry book) .
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,901 | 26 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,140 | 26 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,825 | 26 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,631 | 26 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,996 | 26 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||