Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,811,930
+$855,196 QoQ
Shares Held
12,389
+25.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#543
of 1,577 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026HUNTINGTON NATIONAL BANK holds $4,681,469 across 12 REIT - Healthcare Facilities names. WELL ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
12,389 | $2,811,930 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
15,447 | $736,512 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
16,395 | $319,865 | |
| 4 | VTR |
Ventas, Inc.
|
3,601 | $319,768 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
5,118 | $155,382 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
4,875 | $104,325 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,006 | $100,971 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
1,704 | $88,863 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,811,930 | 12,389 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,956,734 | 9,897 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,828,072 | 9,849 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,272,631 | 7,144 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,019,383 | 6,631 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $973,496 | 6,354 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $797,139 | 6,325 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $698,915 | 5,459 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $587,135 | 5,632 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $523,450 | 5,602 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $456,620 | 5,064 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $633,322 | 7,731 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $620,991 | 7,677 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $653,525 | 9,116 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $538,689 | 8,218 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $529,996 | 8,240 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $679,634 | 8,253 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $766,619 | 7,974 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $973,145 | 11,346 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $768,215 | 9,323 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $707,679 | 8,516 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $589,299 | 8,227 | Shares | Defined | 2021-04-12 | |
| 2020-12-31 | $563,098 | 8,714 | Shares | Defined | 2021-01-11 | |
| 2020-09-30 | $539,771 | 9,798 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $539,855 | 10,432 | Shares | Defined | 2020-07-30 | |
| 2020-03-31 | $599,259 | 13,090 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||