Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$81,936
+$10,563 QoQ
Shares Held
361
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,372
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $430,868 across 5 REIT - Healthcare Facilities names. WELL ranks #3 (19.0% of the industry book) .
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,936 | 361 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $71,373 | 361 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $67,005 | 361 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $73,037 | 410 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $63,029 | 410 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $62,816 | 410 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $76,878 | 610 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $78,098 | 610 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $63,592 | 610 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $56,998 | 610 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $55,003 | 610 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $49,971 | 610 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $49,342 | 610 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $43,730 | 610 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $39,985 | 610 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $39,235 | 610 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $50,233 | 610 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $58,645 | 610 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $52,319 | 610 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $50,264 | 610 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $100,551 | 1,210 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $86,672 | 1,210 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $78,190 | 1,210 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $126,156 | 2,290 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $91,131 | 1,761 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $80,618 | 1,761 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||