Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$214,486
-$358,677 QoQ
Shares Held
945
-69.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,260
of 1,580 holders
Holding Since
Mar 2020
13 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, 2026Hilltop Holdings Inc. holds $458,317 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
11,394 | $243,831 | |
| 2 | WELL |
Welltower Inc.
This page
|
945 | $214,486 |
All Filings in WELL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,486 | 945 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $573,163 | 3,088 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $534,240 | 2,999 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $438,283 | 2,851 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $248,506 | 1,622 | Shares | Defined | 2025-05-15 | |
| 2022-06-30 | $207,851 | 2,524 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $242,368 | 2,521 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $254,050 | 2,962 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $247,529 | 3,004 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $245,808 | 2,958 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $224,037 | 3,467 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $265,632 | 5,133 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $461,507 | 10,081 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||