Position in WELL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,721,340
-$217,008 QoQ
Shares Held
7,584
-22.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#628
of 1,580 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Equitable Holdings, Inc. holds $3,326,990 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (51.7% of the industry book) .
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,721,340 | 7,584 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,938,348 | 9,804 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,276,996 | 6,880 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,104,468 | 6,200 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $588,478 | 3,828 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $537,307 | 3,507 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $389,432 | 3,090 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $388,058 | 3,031 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $294,297 | 2,823 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $262,753 | 2,812 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $299,003 | 3,316 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $275,333 | 3,361 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $264,591 | 3,271 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $230,411 | 3,214 | Shares | Defined | 2023-05-15 | |
| 2022-03-31 | $201,797 | 2,099 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||