Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$716,317
+$49,244 QoQ
Shares Held
3,156
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#829
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026PETTYJOHN, WOOD & WHITE, INC holds $1,120,268 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,156 | $716,317 | |
| 2 | VTR |
Ventas, Inc.
|
4,549 | $403,951 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,317 | 3,156 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $667,073 | 3,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $626,248 | 3,374 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $570,048 | 3,200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $512,535 | 3,334 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $516,930 | 3,374 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $434,047 | 3,444 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $479,984 | 3,749 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $397,088 | 3,809 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $385,440 | 4,125 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $378,714 | 4,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $378,880 | 4,625 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $381,639 | 4,718 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $338,305 | 4,719 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $309,330 | 4,719 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $303,526 | 4,719 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $388,609 | 4,719 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $453,684 | 4,719 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $424,046 | 4,944 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $414,224 | 5,027 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $437,272 | 5,262 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $439,593 | 6,137 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $446,653 | 6,912 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $391,800 | 7,112 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $362,871 | 7,012 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $346,188 | 7,562 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||