Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$980,737
+$103,696 QoQ
Shares Held
4,321
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#755
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, 2026Midwest Trust Co holds $1,256,345 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,321 | $980,737 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
9,078 | $275,608 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,737 | 4,321 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $877,041 | 4,436 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $848,980 | 4,574 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,304,341 | 7,322 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,452,902 | 9,451 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||