Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$335,688
+$42,880 QoQ
Shares Held
1,479
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,067
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026COURIER CAPITAL LLC holds $335,688 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
|
1,479 | $335,688 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,688 | 1,479 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $292,808 | 1,481 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $276,002 | 1,487 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $264,894 | 1,487 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $228,596 | 1,487 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $229,048 | 1,495 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||