Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,845,098
+$581,697 QoQ
Shares Held
16,941
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#494
of 1,577 holders
Holding Since
Dec 2023
11 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, 2026PRINCIPAL SECURITIES, INC. holds $6,410,396 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (60.0% of the industry book) .
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,845,098 | 16,941 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,263,401 | 16,506 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,717,516 | 14,641 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,931,572 | 10,843 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,577,884 | 10,264 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $756,091 | 4,935 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $598,642 | 4,750 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $567,044 | 4,429 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $410,223 | 3,935 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $386,935 | 4,141 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $361,942 | 4,014 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||