Position in WELL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$218,074
+$13,347 QoQ
Shares Held
1,103
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $218,401 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,103 | $218,074 | |
| 2 | VTR |
Ventas, Inc.
|
4 | $327 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,074 | 1,103 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $204,727 | 1,103 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $196,132 | 1,101 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $169,256 | 1,101 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $168,684 | 1,101 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $138,759 | 1,101 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $140,961 | 1,101 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $114,779 | 1,101 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $102,877 | 1,101 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $99,277 | 1,101 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $90,193 | 1,101 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $89,059 | 1,101 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $78,930 | 1,101 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $72,170 | 1,101 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $70,816 | 1,101 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $90,667 | 1,101 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $105,850 | 1,101 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $94,432 | 1,101 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $107,202 | 1,301 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $108,113 | 1,301 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $93,190 | 1,301 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $84,070 | 1,301 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $71,672 | 1,301 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $91,701 | 1,772 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $81,122 | 1,772 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||