Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,840,726
+$205,665 QoQ
Shares Held
8,110
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#613
of 1,580 holders
Holding Since
Mar 2024
10 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, 2026Allianz SE holds $3,299,710 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
8,110 | $1,840,726 | |
| 2 | VTR |
Ventas, Inc.
|
16,430 | $1,458,984 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,840,726 | 8,110 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,635,061 | 8,270 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,869,307 | 42,397 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,444,715 | 8,110 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,268,272 | 8,250 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,943,162 | 12,683 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,689,054 | 13,402 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $850,119 | 6,640 | Shares | Defined | 2025-05-12 | |
| 2024-06-30 | $653,647 | 6,270 | Shares | Defined | 2025-05-12 | |
| 2024-03-31 | $1,320,774 | 14,135 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||