Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,185,356
-$2,648,309 QoQ
Shares Held
22,846
-42.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#443
of 1,577 holders
Holding Since
Sep 2021
12 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, 2026DRW Securities, LLC holds $7,752,429 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (66.9% of the industry book) .
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,185,356 | 22,846 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $7,833,665 | 39,622 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $250,573 | 1,350 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $4,268,234 | 23,960 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,407,090 | 9,153 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,081,356 | 7,058 | Shares | Other | 2025-05-15 | |
| 2023-09-30 | $784,384 | 9,575 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $486,472 | 6,014 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $377,447 | 5,265 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $340,270 | 5,191 | Shares | Other | 2023-02-15 | |
| 2022-06-30 | $259,155 | 3,147 | Shares | Other | 2022-08-12 | |
| 2021-09-30 | $270,354 | 3,281 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||