Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,307,347
+$168,538 QoQ
Shares Held
5,760
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#685
of 1,581 holders
Holding Since
Mar 2020
7 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, 2026SUN LIFE FINANCIAL INC holds $1,835,618 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,760 | $1,307,347 | |
| 2 | VTR |
Ventas, Inc.
|
5,949 | $528,271 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,347 | 5,760 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,138,809 | 5,760 | Shares | Sole | 2026-05-14 | |
| 2021-03-31 | $17,835 | 249 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $15,961 | 247 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,937 | 253 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $448,517 | 8,667 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $407,579 | 8,903 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||