Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$306,182
+$29,586 QoQ
Shares Held
1,349
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,101
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026Lafayette Investments, Inc. holds $306,182 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
|
1,349 | $306,182 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,182 | 1,349 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $276,596 | 1,399 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $315,351 | 1,699 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $302,659 | 1,699 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $261,187 | 1,699 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $260,303 | 1,699 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $214,124 | 1,699 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $217,522 | 1,699 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||