Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,148,025
+$9,127,325 QoQ
Shares Held
40,305
+9976.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#363
of 1,581 holders
Holding Since
Mar 2020
3 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, 2026Clearbridge Investments, LLC holds $9,148,025 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
|
40,305 | $9,148,025 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,148,025 | 40,305 | Shares | Sole | 2026-08-13 | |
| 2020-06-30 | $20,700 | 400 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,312 | 400 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||