Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,847,093
+$1,332,910 QoQ
Shares Held
43,385
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#349
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WINDWARD CAPITAL MANAGEMENT CO /CA holds $9,847,093 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
|
43,385 | $9,847,093 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,847,093 | 43,385 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,514,183 | 43,064 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,980,301 | 42,995 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,152,577 | 45,765 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,082,187 | 46,069 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,242,083 | 47,269 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,159,338 | 48,872 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,332,491 | 49,461 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,985,130 | 47,819 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,590,987 | 49,133 | Shares | Sole | 2024-09-20 | |
| 2023-12-31 | $4,489,744 | 49,792 | Shares | Sole | 2024-10-03 | |
| 2023-09-30 | $4,051,271 | 49,454 | Shares | Sole | 2024-10-03 | |
| 2023-06-30 | $4,010,849 | 49,584 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,557,616 | 49,625 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,251,214 | 49,599 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,201,142 | 49,769 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,070,478 | 49,429 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $4,722,685 | 49,123 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,262,854 | 49,701 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,043,697 | 49,074 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,061,097 | 48,870 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,476,490 | 48,534 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,147,898 | 48,714 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,687,069 | 48,776 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,505,476 | 48,415 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,264,141 | 49,457 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||