Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$653,219
+$84,210 QoQ
Shares Held
2,878
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#856
of 1,580 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LYNX CAPITAL GROUP LTD /ADV holds $653,219 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
|
2,878 | $653,219 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,219 | 2,878 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $569,009 | 2,878 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $534,185 | 2,878 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $512,686 | 2,878 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $442,434 | 2,878 | Shares | Sole | 2026-08-12 | |
| 2025-03-31 | $440,938 | 2,878 | Shares | Sole | 2026-08-12 | |
| 2024-12-31 | $378,216 | 3,001 | Shares | Sole | 2026-08-10 | |
| 2024-09-30 | $384,218 | 3,001 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $312,854 | 3,001 | Shares | Sole | 2026-08-10 | |
| 2024-03-31 | $280,413 | 3,001 | Shares | Sole | 2026-08-10 | |
| 2023-12-31 | $270,600 | 3,001 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||