Baldwin Investment Management, LLC
Position in WELL — Welltower Inc.
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,450,792
+$684,469 QoQ
Shares Held
6,392
+64.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#658
of 1,581 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Baldwin Investment Management, LLC holds $1,450,792 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
|
6,392 | $1,450,792 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,450,792 | 6,392 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $766,323 | 3,876 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $756,546 | 4,076 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $726,098 | 4,076 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $626,603 | 4,076 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $624,483 | 4,076 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $507,522 | 4,027 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $481,392 | 3,760 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $391,980 | 3,760 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $309,286 | 3,310 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||