Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$544,274
+$70,166 QoQ
Shares Held
2,398
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#908
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026WHALEROCK POINT PARTNERS, LLC holds $544,274 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
|
2,398 | $544,274 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,274 | 2,398 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $474,108 | 2,398 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $445,092 | 2,398 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $469,933 | 2,638 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $405,539 | 2,638 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $404,167 | 2,638 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $332,467 | 2,638 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $305,863 | 2,389 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $249,053 | 2,389 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $223,228 | 2,389 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $305,586 | 3,389 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $318,586 | 3,889 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $314,581 | 3,889 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $274,572 | 3,830 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $241,224 | 3,680 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $236,697 | 3,680 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $303,048 | 3,680 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $353,795 | 3,680 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $315,633 | 3,680 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $303,232 | 3,680 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $305,808 | 3,680 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $263,598 | 3,680 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $237,801 | 3,680 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,819 | 269 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $349,623 | 6,756 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $309,243 | 6,755 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||