Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,404
+$439 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,543
of 1,580 holders
Holding Since
Dec 2022
15 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, 2026BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $5,073 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
15 | $3,404 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
78 | $1,669 |
All Filings in WELL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,404 | 15 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,965 | 15 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,784 | 15 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $40,615 | 228 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $35,050 | 228 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $34,931 | 228 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $28,734 | 228 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $29,190 | 228 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $23,769 | 228 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,304 | 228 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $20,558 | 228 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $18,677 | 228 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $18,442 | 228 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $16,345 | 228 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $14,945 | 228 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||