Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$66,956
-$84,687 QoQ
Shares Held
295
-61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,391
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026WestEnd Advisors, LLC holds $66,956 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
|
295 | $66,956 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,956 | 295 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $151,643 | 767 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $24,246,419 | 130,631 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $24,157,387 | 135,609 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $21,194,140 | 137,866 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $24,888,351 | 162,446 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $21,511,556 | 170,686 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $22,634,551 | 176,791 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||