Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,621,760
+$1,115,194 QoQ
Shares Held
15,957
+25.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#505
of 1,580 holders
Holding Since
Jun 2025
5 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $3,621,760 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
|
15,957 | $3,621,760 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,621,760 | 15,957 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $2,506,566 | 12,678 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,163,841 | 11,658 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,635,681 | 9,182 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $419,836 | 2,731 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||