Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,371,472
-$604,905 QoQ
Shares Held
23,666
-21.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#435
of 1,580 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026D L CARLSON INVESTMENT GROUP INC holds $5,371,472 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
|
23,666 | $5,371,472 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,371,472 | 23,666 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,976,377 | 30,228 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,624,911 | 30,305 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,469,076 | 30,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,717,205 | 30,685 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,015,022 | 32,733 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,297,244 | 34,097 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,448,786 | 34,748 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,627,378 | 34,795 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,286,658 | 35,174 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,189,673 | 35,374 | Shares | Sole | 2024-02-16 | |
| 2020-03-31 | $1,029,454 | 22,487 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||