Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$744,461
+$180,988 QoQ
Shares Held
3,280
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#818
of 1,580 holders
Holding Since
Dec 2024
7 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, 2026Aureus Asset Management, LLC holds $744,461 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
|
3,280 | $744,461 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,461 | 3,280 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $563,473 | 2,850 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $361,939 | 1,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $376,944 | 2,116 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $325,292 | 2,116 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $324,192 | 2,116 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $266,679 | 2,116 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||