Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,183,157
+$1,961,302 QoQ
Shares Held
66,895
+0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#303
of 1,577 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 29%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CENTRAL TRUST Co holds $15,455,123 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
66,895 | $15,183,157 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
2,994 | $142,753 | |
| 3 | VTR |
Ventas, Inc.
|
477 | $42,357 | |
| 4 | LTC |
Ltc Properties Inc
|
850 | $32,682 | |
| 5 | MPT |
Medical Properties Trust Inc
|
4,526 | $20,910 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
850 | $18,189 | |
| 7 | NHI |
National Health Investors Inc
|
176 | $13,421 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
41 | $1,654 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,183,157 | 66,895 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,221,855 | 66,875 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $12,442,366 | 67,035 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $12,535,354 | 70,368 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,841,039 | 70,520 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,859,217 | 70,878 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $9,175,362 | 72,803 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,372,436 | 73,205 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,821,460 | 75,026 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,217,492 | 77,242 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,317,746 | 81,155 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,834,502 | 83,429 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,827,034 | 84,399 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,119,744 | 85,364 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,652,965 | 86,239 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,643,372 | 87,739 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $7,259,892 | 88,159 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $8,442,244 | 87,812 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,629,841 | 88,957 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,470,631 | 90,663 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $7,763,368 | 93,422 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $6,692,891 | 93,437 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,068,270 | 93,907 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,176,916 | 93,972 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $4,618,531 | 89,247 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $4,026,213 | 87,947 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||