Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$20,476,324
+$2,705,557 QoQ
Shares Held
90,216
+0.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#265
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 1%
None 11%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $22,395,565 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (91.4% of the industry book) .
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,476,324 | 90,216 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $17,770,767 | 89,883 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $16,620,447 | 89,545 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $16,187,937 | 90,872 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $14,237,703 | 92,615 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $14,611,790 | 95,371 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $12,504,444 | 99,218 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $12,821,564 | 100,145 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $62,944,168 | 603,781 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $9,924,729 | 106,215 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,979,294 | 110,672 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $9,504,685 | 116,024 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $9,888,882 | 122,251 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $9,397,124 | 131,080 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $8,881,303 | 135,489 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $9,182,580 | 142,764 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $11,631,936 | 141,250 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $13,721,388 | 142,723 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $12,570,964 | 146,566 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $12,514,664 | 151,877 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $12,862,301 | 154,781 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $11,667,523 | 162,886 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $11,241,941 | 173,970 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,342,430 | 187,737 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $11,903,741 | 230,024 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $14,126,425 | 308,572 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||