Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$939,655
-$1,258,682 QoQ
Shares Held
4,140
-62.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#763
of 1,581 holders
Holding Since
Sep 2021
11 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, 2026STEVENS CAPITAL MANAGEMENT LP holds $939,655 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
|
4,140 | $939,655 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,655 | 4,140 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,198,337 | 11,119 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,077,985 | 32,746 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,292,238 | 46,549 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,301,238 | 40,989 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,605,032 | 30,057 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,646,455 | 13,064 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,628,028 | 36,148 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $932,344 | 9,978 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,458,139 | 16,171 | Shares | Sole | 2024-02-02 | |
| 2021-09-30 | $214,075 | 2,598 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||