Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$737,652
+$95,095 QoQ
Shares Held
3,250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#821
of 1,580 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Point Windward Advisors Inc. holds $737,652 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
|
3,250 | $737,652 |
All Filings in WELL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,652 | 3,250 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $642,557 | 3,250 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $603,232 | 3,250 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $578,955 | 3,250 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $499,622 | 3,250 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $497,932 | 3,250 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $409,597 | 3,250 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $416,097 | 3,250 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $338,812 | 3,250 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $303,680 | 3,250 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $293,052 | 3,250 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $266,240 | 3,250 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $262,892 | 3,250 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $232,992 | 3,250 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $213,037 | 3,250 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $209,040 | 3,250 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $267,637 | 3,250 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $312,455 | 3,250 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $321,637 | 3,750 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $309,000 | 3,750 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $311,625 | 3,750 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $268,612 | 3,750 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $242,325 | 3,750 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $206,587 | 3,750 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||