Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$262,604
New position
Shares Held
1,157
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,152
of 1,577 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Haverford Trust Co holds $818,912 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HR |
Healthcare Realty Trust Inc
|
27,581 | $556,308 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,157 | $262,604 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,604 | 1,157 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||