Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,544,066
+$66,059,428 QoQ
Shares Held
407,737
+204.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#130
of 1,577 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Zurich Insurance Group Ltd/FI holds $92,544,066 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
|
407,737 | $92,544,066 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,544,066 | 407,737 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $26,484,638 | 133,957 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $37,343,618 | 201,194 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $29,165,971 | 163,725 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $50,141,652 | 326,167 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $95,385,481 | 622,580 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||