Position in WELL
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$365,875
+$35,107 QoQ
Shares Held
1,612
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,043
of 1,580 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $365,875 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
|
1,612 | $365,875 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,875 | 1,612 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $330,768 | 1,673 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $449,733 | 2,423 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $431,633 | 2,423 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $370,181 | 2,408 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $368,623 | 2,406 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $303,228 | 2,406 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $308,040 | 2,406 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $250,825 | 2,406 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $224,816 | 2,406 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $216,949 | 2,406 | Shares | Sole | 2024-02-06 | |
| 2022-06-30 | $201,757 | 2,450 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $231,312 | 2,406 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $208,335 | 2,429 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||