Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$470,054
+$60,597 QoQ
Shares Held
2,071
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#959
of 1,589 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WOODMONT INVESTMENT COUNSEL LLC holds $10,434,603 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (4.5% of the industry book) .
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,054 | 2,071 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $409,457 | 2,071 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $384,398 | 2,071 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $368,927 | 2,071 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $318,374 | 2,071 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $317,297 | 2,071 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $278,904 | 2,213 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $272,959 | 2,132 | Shares | Sole | 2024-10-31 | |
| 2022-03-31 | $201,317 | 2,094 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||