Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,495
+$3,681 QoQ
Shares Held
315
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,385
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Prosperity Bancshares Inc holds $374,159 across 7 REIT - Healthcare Facilities names. WELL ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
1,408 | $125,030 | |
| 2 | WELL |
Welltower Inc.
This page
|
315 | $71,495 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
1,054 | $54,966 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
2,194 | $44,252 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
1,751 | $37,471 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
1,231 | $24,016 | |
| 7 | NHI |
National Health Investors Inc
|
222 | $16,929 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,495 | 315 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $67,814 | 343 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $63,664 | 343 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||