Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,515,490
+$1,139,111 QoQ
Shares Held
41,924
-1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#356
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Callahan Advisors, LLC holds $9,515,490 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
|
41,924 | $9,515,490 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,515,490 | 41,924 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,376,379 | 42,367 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,275,421 | 44,585 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,158,277 | 45,797 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,825,304 | 44,398 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,545,590 | 42,723 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,349,091 | 42,443 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,829,461 | 45,532 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,909,236 | 47,091 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,296,558 | 45,982 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,258,819 | 47,231 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,988,111 | 48,683 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,040,698 | 49,953 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,468,362 | 48,380 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,141,418 | 47,924 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,424,671 | 37,697 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,231,084 | 39,236 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,726,674 | 38,763 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,335,681 | 38,891 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,818,656 | 34,207 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,660,280 | 32,013 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,896,690 | 26,479 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $868,557 | 13,441 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $654,414 | 11,879 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $929,637 | 17,964 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $3,236,233 | 70,691 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||