Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,835,852
+$485,228 QoQ
Shares Held
25,712
-5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#420
of 1,580 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, 2026COMMERCE BANK holds $14,066,832 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (41.5% of the industry book) .
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,835,852 | 25,712 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,350,624 | 27,063 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,358,493 | 23,482 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,795,093 | 21,304 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,002,346 | 19,530 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $2,955,879 | 19,293 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,603,149 | 20,655 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,731,007 | 21,331 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,430,692 | 23,316 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,319,927 | 24,828 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,773,628 | 30,760 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,191,932 | 26,757 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,070,864 | 25,601 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,860,283 | 25,949 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,693,024 | 25,828 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,724,418 | 26,810 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,339,727 | 28,412 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,648,272 | 27,546 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,424,202 | 28,264 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,172,969 | 26,371 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,995,064 | 24,008 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,412,399 | 19,718 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,346,486 | 20,837 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,209,390 | 21,953 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $878,662 | 16,979 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,171,052 | 25,580 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||