Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$209,719
-$317,412 QoQ
Shares Held
924
-67.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,276
of 1,577 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Fiduciary Trust Co holds $483,133 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
3,079 | $273,414 | |
| 2 | WELL |
Welltower Inc.
This page
|
924 | $209,719 |
All Filings in WELL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,719 | 924 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $527,131 | 2,840 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $536,735 | 3,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $404,462 | 2,631 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $385,322 | 2,515 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $335,238 | 2,660 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $311,368 | 2,432 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $260,416 | 2,498 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $232,665 | 2,490 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $224,522 | 2,490 | Shares | Sole | 2024-02-12 | |
| 2022-03-31 | $239,868 | 2,495 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||