Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,084,128
+$518,807 QoQ
Shares Held
22,400
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#448
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026BOSTON FAMILY OFFICE LLC holds $5,084,128 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
|
22,400 | $5,084,128 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,084,128 | 22,400 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,565,321 | 23,091 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,091,401 | 22,043 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,570,894 | 25,659 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,959,008 | 25,753 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,957,720 | 25,832 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,356,809 | 26,635 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,356,562 | 26,217 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,689,754 | 25,801 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,391,503 | 25,594 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,390,496 | 26,511 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,254,110 | 27,516 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,219,945 | 27,444 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,988,250 | 27,734 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,888,036 | 28,803 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,774,781 | 27,593 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,041,950 | 24,796 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,383,887 | 24,796 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,123,836 | 24,762 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,991,690 | 24,171 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,031,711 | 24,449 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,739,749 | 24,288 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,449,103 | 22,425 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,373,118 | 24,925 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,400,665 | 27,066 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,250,526 | 27,316 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||