Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,271,348
+$676,190 QoQ
Shares Held
18,819
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#473
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, 2026YHB Investment Advisors, Inc. holds $4,271,348 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
|
18,819 | $4,271,348 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,271,348 | 18,819 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,595,158 | 18,184 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,159,082 | 17,020 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,771,323 | 15,557 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,176,509 | 14,158 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $318,523 | 2,079 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||