Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$379,039
-$785,558 QoQ
Shares Held
1,670
-93.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,026
of 1,580 holders
Holding Since
Mar 2020
2 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, 2026Fulton Bank, N.A. holds $702,309 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,670 | $379,039 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
6,780 | $323,270 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,039 | 1,670 | Shares | Sole | 2026-07-09 | |
| 2020-03-31 | $1,164,597 | 25,439 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||