Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$36,995
+$4,967 QoQ
Shares Held
163
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,434
of 1,577 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NBT BANK N A /NY holds $39,446 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (93.8% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,995 | 163 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $32,028 | 162 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $44,174 | 238 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $40,971 | 230 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $30,130 | 196 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $29,875 | 195 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $24,449 | 194 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $29,958 | 234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,699 | 141 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $13,081 | 140 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $12,623 | 140 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||