Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$22,292,085
+$3,488,678 QoQ
Shares Held
98,216
+3.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#252
of 1,581 holders
Holding Since
Dec 2022
15 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $22,292,085 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
|
98,216 | $22,292,085 |
All Filings in WELL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,292,085 | 98,216 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $18,803,407 | 95,106 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,255,419 | 92,966 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $15,957,781 | 89,580 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,748,073 | 89,430 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,506,532 | 81,630 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,291,777 | 26,119 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,329,292 | 26,004 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $2,731,767 | 26,204 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $2,459,247 | 26,319 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $2,250,102 | 24,954 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,985,249 | 24,234 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $1,764,938 | 21,819 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $655,820 | 9,148 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $537,051 | 8,193 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||