Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,078,650
+$525,802 QoQ
Shares Held
17,970
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#482
of 1,580 holders
Holding Since
Jun 2020
25 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, 2026LINCLUDEN MANAGEMENT LTD holds $6,936,313 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
17,970 | $4,078,650 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
54,797 | $2,857,663 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,078,650 | 17,970 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,552,848 | 17,970 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,577,261 | 19,273 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,213,011 | 23,650 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,635,714 | 23,650 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,637,358 | 23,741 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,992,078 | 23,741 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,204,206 | 25,027 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,666,610 | 25,579 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,390,101 | 25,579 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,468,043 | 27,371 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,242,232 | 27,371 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,214,040 | 27,371 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,962,226 | 27,371 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,614,265 | 39,882 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,565,210 | 39,882 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,191,909 | 26,617 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,931,020 | 30,487 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,718,028 | 66,667 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,853,524 | 58,902 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,150,339 | 86,045 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,163,403 | 86,045 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,251,996 | 65,800 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,768,389 | 32,100 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $98,325 | 1,900 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||