Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,414,704
-$59,286,022 QoQ
Shares Held
6,233
-98.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#666
of 1,580 holders
Holding Since
Jun 2020
23 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, 2026BROOKFIELD Corp /ON/ holds $2,448,427 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (57.8% of the industry book) .
All Filings in WELL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,414,704 | 6,233 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $60,700,726 | 307,019 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $55,336,094 | 298,131 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $56,571,919 | 317,570 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $52,375,196 | 340,696 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $56,889,477 | 371,317 | Shares | Defined | 2025-06-10 | |
| 2024-12-31 | $33,649,631 | 266,997 | Shares | Defined | 2025-06-10 | |
| 2024-09-30 | $23,966,575 | 187,195 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $35,048,641 | 336,198 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $36,238,928 | 387,831 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $20,770,749 | 230,351 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,803,919 | 217,333 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $80,219,631 | 1,223,793 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $65,900,985 | 1,024,580 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $102,822,210 | 1,248,600 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $149,267,540 | 1,552,606 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $151,386,022 | 1,765,023 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $155,053,068 | 1,881,712 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $188,069,177 | 2,263,167 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $156,935,241 | 2,190,915 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $201,316,049 | 3,115,383 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $167,527,753 | 3,040,983 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $141,260,112 | 2,729,664 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||