Position in WELL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,434,993
+$612,271 QoQ
Shares Held
19,540
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#469
of 1,581 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Chesley Taft & Associates LLC holds $4,434,993 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
|
19,540 | $4,434,993 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,434,993 | 19,540 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,822,722 | 19,335 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $3,557,215 | 19,165 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,215,070 | 18,048 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,502,724 | 16,280 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||