Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,689,851
+$672,390 QoQ
Shares Held
16,257
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#501
of 1,580 holders
Holding Since
Mar 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, 2026Liberty Capital Management, Inc. holds $3,689,851 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
|
16,257 | $3,689,851 |
All Filings in WELL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,689,851 | 16,257 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $3,017,461 | 16,257 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,896,021 | 16,257 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,526,398 | 16,434 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,532,408 | 16,529 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,083,149 | 16,529 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,071,397 | 16,179 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,686,660 | 16,179 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,532,602 | 16,402 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,571,212 | 17,425 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,427,456 | 17,425 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,409,508 | 17,425 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,484,054 | 20,701 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,356,950 | 20,701 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,315,408 | 20,451 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,401,597 | 17,020 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,661,587 | 17,283 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,534,167 | 17,887 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,492,840 | 18,117 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,453,335 | 17,489 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,090,065 | 15,218 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,011,367 | 15,651 | Shares | Sole | 2021-01-20 | |
| 2020-06-30 | $922,754 | 17,831 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $858,237 | 18,747 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||