Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$23,901,075
+$3,353,273 QoQ
Shares Held
105,305
+1.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#247
of 1,580 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $36,424,445 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (65.6% of the industry book) .
All Filings in WELL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,901,075 | 105,305 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $20,547,802 | 103,929 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $18,416,595 | 99,222 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,344,779 | 97,366 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,350,234 | 93,347 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,821,533 | 90,213 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,099,336 | 88,069 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,616,287 | 137,595 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,012,070 | 153,593 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $14,722,873 | 157,565 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $14,436,577 | 160,104 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,373,045 | 90,003 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,042,121 | 87,058 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,142,470 | 85,681 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,705,996 | 87,048 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,524,766 | 85,895 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,898,648 | 71,629 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||