Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,120,323
+$137,507 QoQ
Shares Held
4,936
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#720
of 1,581 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Finward Bancorp holds $1,120,323 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
|
4,936 | $1,120,323 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,323 | 4,936 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $982,816 | 4,971 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $945,868 | 5,096 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $958,571 | 5,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $879,027 | 5,718 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $915,122 | 5,973 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $784,283 | 6,223 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||