Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,117,205
+$794,311 QoQ
Shares Held
13,734
+16.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#527
of 1,580 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026TWIN CAPITAL MANAGEMENT INC holds $3,117,205 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
|
13,734 | $3,117,205 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,117,205 | 13,734 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,322,894 | 11,749 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,399,937 | 12,930 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,603,159 | 14,613 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,949,310 | 19,185 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,652,829 | 10,788 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||