Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,914,581
+$3,328,947 QoQ
Shares Held
21,653
+170.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#450
of 1,577 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 69%
Shared 8%
None 23%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Savant Capital, LLC holds $7,584,218 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (64.8% of the industry book) .
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,914,581 | 21,653 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,585,634 | 8,020 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,437,178 | 7,743 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,365,264 | 7,664 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $1,055,663 | 6,867 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $944,999 | 6,168 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $1,130,615 | 8,971 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $787,128 | 6,148 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $862,043 | 8,269 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $732,476 | 7,839 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $652,830 | 7,240 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $298,926 | 3,649 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $297,836 | 3,682 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $228,834 | 3,192 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||