Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,251,356
+$6,722,216 QoQ
Shares Held
49,572
+116.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#336
of 1,577 holders
Holding Since
Mar 2025
6 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, 2026Dorsey Wright & Associates holds $11,917,985 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (94.4% of the industry book) .
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,251,356 | 49,572 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,529,140 | 22,908 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,836,425 | 9,894 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,776,768 | 9,974 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,538,222 | 10,006 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,601,810 | 10,455 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||