Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,806,029
+$90,483 QoQ
Shares Held
12,363
-10.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#545
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026OLD SECOND NATIONAL BANK OF AURORA holds $2,806,029 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
12,363 | $2,806,029 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,806,029 | 12,363 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,715,546 | 13,735 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,603,736 | 14,028 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,504,291 | 14,058 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,209,099 | 14,370 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,226,907 | 14,535 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,807,396 | 14,341 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,859,507 | 14,524 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,560,101 | 14,965 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,452,991 | 15,550 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,404,938 | 15,581 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,263,206 | 15,420 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $65,358 | 808 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $57,924 | 808 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $52,963 | 808 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $51,969 | 808 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $66,538 | 808 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $77,680 | 808 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $69,302 | 808 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $66,579 | 808 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $67,144 | 808 | Shares | Sole | 2021-08-30 | |
| 2021-03-31 | $57,876 | 808 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $52,212 | 808 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $65,997 | 1,198 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $45,694 | 883 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $58,734 | 1,283 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||