American Assets Investment Management, LLC
Position in WELL — Welltower Inc.
CIK 1389256
SAN DIEGO, CA
Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,269,700
+$292,600 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#576
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026American Assets Investment Management, LLC holds $2,269,700 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
|
10,000 | $2,269,700 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269,700 | 10,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,977,100 | 10,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,856,100 | 10,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,781,400 | 10,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,537,300 | 10,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,532,100 | 10,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,260,300 | 10,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,280,300 | 10,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,042,500 | 10,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $934,400 | 10,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $901,700 | 10,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $819,200 | 10,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $808,900 | 10,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $716,900 | 10,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $655,500 | 10,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $643,200 | 10,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $823,500 | 10,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $961,400 | 10,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $857,700 | 10,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $824,000 | 10,000 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $831,000 | 10,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $716,300 | 10,000 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $646,200 | 10,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $550,900 | 10,000 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $517,500 | 10,000 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $457,800 | 10,000 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||