KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in WELL — Welltower Inc.
CIK 1021223
LOS ANGELES, CA
Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,281
+$10,865 QoQ
Shares Held
270
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,397
of 1,580 holders
Holding Since
Mar 2020
17 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, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $406,300 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (15.1% of the industry book) .
All Filings in WELL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,281 | 270 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $50,416 | 255 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,507 | 62 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,441 | 53 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,147 | 53 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,668 | 37 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,309 | 58 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $4,737 | 37 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,482 | 43 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,457 | 37 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,887 | 398 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,152,286 | 14,066 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,141,762 | 14,115 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,040,867 | 14,519 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $968,239 | 14,771 | Shares | Sole | 2023-02-14 | |
| 2020-06-30 | $1,656 | 32 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,464 | 32 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||