Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$348,398
+$159,190 QoQ
Shares Held
1,535
+60.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,057
of 1,580 holders
Holding Since
Mar 2026
2 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, 2026Guinness Asset Management LTD holds $677,668 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,535 | $348,398 | |
| 2 | VTR |
Ventas, Inc.
|
3,708 | $329,270 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,398 | 1,535 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $189,208 | 957 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||