Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$276,222
+$25,724 QoQ
Shares Held
1,217
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,133
of 1,580 holders
Holding Since
Mar 2020
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, 2026HOLDERNESS INVESTMENTS CO holds $276,222 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
|
1,217 | $276,222 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,222 | 1,217 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $250,498 | 1,267 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $229,599 | 1,237 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $209,670 | 1,177 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $242,432 | 1,577 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $272,254 | 1,777 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $223,955 | 1,777 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $227,509 | 1,777 | Shares | Sole | 2024-11-12 | |
| 2020-06-30 | $294,819 | 5,697 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $251,652 | 5,497 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||