Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$261,469
+$33,708 QoQ
Shares Held
1,152
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,159
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026Birch Hill Investment Advisors LLC holds $261,469 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
|
1,152 | $261,469 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,469 | 1,152 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $227,761 | 1,152 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $213,822 | 1,152 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $205,217 | 1,152 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $226,290 | 1,472 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $225,525 | 1,472 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||