Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$468,693
+$18,903 QoQ
Shares Held
2,065
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#957
of 1,581 holders
Holding Since
Mar 2024
10 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, 2026CULLINAN ASSOCIATES INC holds $468,693 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
|
2,065 | $468,693 |
All Filings in WELL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,693 | 2,065 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $449,790 | 2,275 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,870,020 | 10,075 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,908,770 | 10,715 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,416,621 | 9,215 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,296,922 | 8,465 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,703,547 | 13,517 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,940,294 | 15,155 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,792,057 | 17,190 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $542,886 | 5,810 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||