Trust Point Inc.

SEC CIK: 0001635633
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Trust Point Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 1,536
Value: $348.6K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of WELL by Trust Point Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,536	$348.6K	<0.1%	−88−5.4%	Reduced	Holders
Q1 2026	1,624	$321.1K	<0.1%	−82−4.8%	Reduced	Holders
Q4 2025	1,706	$316.6K	<0.1%	−296−14.8%	Reduced	Holders
Q3 2025	2,002	$356.6K	<0.1%	+2,002	New	Holders