Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$695,209
+$138,458 QoQ
Shares Held
3,063
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#838
of 1,581 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Keel Point, LLC holds $990,349 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (70.2% of the industry book) .
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,209 | 3,063 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $556,751 | 2,816 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $651,305 | 3,509 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $590,355 | 3,314 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $484,095 | 3,149 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $450,590 | 2,941 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $308,647 | 2,449 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $309,064 | 2,414 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $260,833 | 2,502 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $269,667 | 2,886 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $266,272 | 2,953 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $227,737 | 2,780 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $218,969 | 2,707 | Shares | Sole | 2023-07-12 | |
| 2022-03-31 | $200,740 | 2,088 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||