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Equibles

TRUIST FINANCIAL CORP

Position in WELL — Welltower Inc.

CIK 92230 CHARLOTTE, NC
Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$14,856,093
+$1,987,349 QoQ
Shares Held
65,454
+0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#308
of 1,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 14% Shared 0% None 86%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $32,795,469 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (45.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
This page 		65,454 $14,856,093
2 DOC
Healthpeak Properties, Inc.
 335,041 $7,169,876
3 VTR
Ventas, Inc.
 43,371 $3,851,344
4 NHI
National Health Investors Inc
 36,858 $2,810,790
5 AHR
American Healthcare REIT, Inc.
 40,936 $2,134,811
6 OHI
Omega Healthcare Investors Inc
 25,554 $1,218,414
7 CTRE
CareTrust REIT, Inc.
 18,690 $754,141

All Filings in WELL

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,856,093 65,454
2026-03-31 $12,868,744 65,089
2025-12-31 $13,006,434 70,074
2025-09-30 $9,080,508 50,974
2025-06-30 $7,672,971 49,912
2025-03-31 $7,013,493 45,777
2024-12-31 $4,466,627 35,441
2024-09-30 $4,246,369 33,167
2024-06-30 $5,944,646 57,023
2024-03-31 $5,710,771 61,117
2023-12-31 $5,749,598 63,764
2023-09-30 $5,342,166 65,212
2023-06-30 $5,525,028 68,303
2023-03-31 $5,113,430 71,327
2022-12-31 $5,407,348 82,492
2022-09-30 $5,406,480 84,056
2022-06-30 $6,846,742 83,142
2022-03-31 $8,782,291 91,349
2021-12-31 $9,328,600 108,763
2021-09-30 $9,485,310 115,113
2021-06-30 $11,079,972 133,333
2021-03-31 $9,558,951 133,449
2020-12-31 $8,840,078 136,801
2020-09-30 $8,493,499 154,175
2020-06-30 $9,560,914 184,752
2020-03-31 $19,138,280 418,049