Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,259,289
+$415,231 QoQ
Shares Held
14,360
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#515
of 1,577 holders
Holding Since
Mar 2020
26 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, 2026Edgemoor Investment Advisors, Inc. holds $3,702,845 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
14,360 | $3,259,289 | |
| 2 | VTR |
Ventas, Inc.
|
4,995 | $443,556 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,259,289 | 14,360 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,844,058 | 14,385 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,672,784 | 14,400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,829,753 | 15,885 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,470,441 | 16,070 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,508,813 | 16,375 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,066,892 | 16,400 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,102,252 | 16,420 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,720,125 | 16,500 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,541,760 | 16,500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,487,805 | 16,500 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,351,680 | 16,500 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,350,782 | 16,699 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,369,995 | 19,110 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,318,407 | 20,113 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,317,337 | 20,481 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,667,505 | 20,249 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,957,314 | 20,359 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,714,628 | 19,991 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,647,258 | 19,991 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,807,341 | 21,749 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,572,350 | 21,951 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,444,515 | 22,354 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,231,592 | 22,356 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,167,273 | 22,556 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,078,164 | 23,551 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||