FIRST AMERICAN TRUST, FSB

Position in WELL — Welltower Inc.

CIK 36066 SANTA ANA, CA

Position in WELL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,127,586

+$219,504 QoQ

Shares Held

4,968

+8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#718

of 1,581 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

FIRST AMERICAN TRUST, FSB holds $1,376,993 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (81.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	4,968	$1,127,586
2	SILA	Sila Realty Trust, Inc.	8,215	$249,407

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,127,586	4,968	+8.2%	Shares	Sole	2026-08-10
2026-03-31	$908,082	4,593	+1.6%	Shares	Sole	2026-05-12
2025-12-31	$839,328	4,522	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$804,302	4,515	+0.4%	Shares	Sole	2025-11-10
2025-06-30	$691,170	4,496	+2.8%	Shares	Sole	2025-08-11
2025-03-31	$669,834	4,372	+1.2%	Shares	Sole	2025-05-12
2024-12-31	$544,323	4,319	+0.6%	Shares	Sole	2025-02-11
2024-09-30	$549,632	4,293	+1.0%	Shares	Sole	2024-11-12
2024-06-30	$442,958	4,249	+0.4%	Shares	Sole	2024-08-12
2024-03-31	$395,624	4,234	+0.6%	Shares	Sole	2024-05-13
2023-12-31	$379,525	4,209	+1.8%	Shares	Sole	2024-01-30
2023-09-30	$338,657	4,134	+0.2%	Shares	Sole	2023-10-31
2023-06-30	$333,590	4,124	0.0%	Shares	Sole	2023-07-26
2023-03-31	$295,649	4,124	0.0%	Shares	Sole	2023-04-26
2022-12-31	$270,328	4,124	-9.4%	Shares	Sole	2023-01-25
2022-09-30	$292,720	4,551	+10.4%	Shares	Sole	2022-10-18
2022-06-30	$339,611	4,124	-0.3%	Shares	Sole	2022-07-19
2022-03-31	$397,538	4,135	+0.2%	Shares	Sole	2022-04-12
2021-12-31	$353,887	4,126	+0.0%	Shares	Sole	2022-01-11
2021-09-30	$339,817	4,124	0.0%	Shares	Sole	2021-10-21
2021-06-30	$342,704	4,124	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.