Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,004,342
+$129,476 QoQ
Shares Held
4,425
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#747
of 1,581 holders
Holding Since
Dec 2020
23 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, 2026TOWER BRIDGE ADVISORS holds $1,004,342 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
|
4,425 | $1,004,342 |
All Filings in WELL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,342 | 4,425 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $874,866 | 4,425 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $821,324 | 4,425 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $788,269 | 4,425 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $680,255 | 4,425 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $743,068 | 4,850 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $611,245 | 4,850 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $620,945 | 4,850 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $505,612 | 4,850 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $453,184 | 4,850 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $437,324 | 4,850 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $397,312 | 4,850 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $392,316 | 4,850 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $347,696 | 4,850 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $317,917 | 4,850 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $311,952 | 4,850 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $399,397 | 4,850 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $466,279 | 4,850 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $415,984 | 4,850 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $399,640 | 4,850 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $403,035 | 4,850 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $347,405 | 4,850 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $358,641 | 5,550 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||