Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,424,415
+$706,625 QoQ
Shares Held
32,711
-3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#393
of 1,577 holders
Holding Since
Mar 2023
10 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, 2026WESTWOOD HOLDINGS GROUP INC holds $27,073,812 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
221,277 | $19,649,397 | |
| 2 | WELL |
Welltower Inc.
This page
|
32,711 | $7,424,415 |
All Filings in WELL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,424,415 | 32,711 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,717,790 | 33,978 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,121,974 | 32,983 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,336,762 | 7,504 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,803,755 | 31,248 | Shares | Defined | 2025-10-08 | |
| 2024-03-31 | $560,640 | 6,000 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $811,530 | 9,000 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $737,280 | 9,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $728,010 | 9,000 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,588,160 | 64,000 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||