Position in WELL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$570,602
+$12,269 QoQ
Shares Held
2,514
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#893
of 1,577 holders
Holding Since
Sep 2023
12 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, 2026STOCK YARDS BANK & TRUST CO holds $1,567,825 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
11,230 | $997,223 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,514 | $570,602 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,602 | 2,514 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $558,333 | 2,824 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $522,120 | 2,813 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $501,107 | 2,813 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $472,566 | 3,074 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $455,799 | 2,975 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $374,939 | 2,975 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $380,889 | 2,975 | Shares | Sole | 2024-11-22 | |
| 2024-06-30 | $344,859 | 3,308 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $316,761 | 3,390 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $305,676 | 3,390 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $291,061 | 3,553 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||