Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,036
+$907 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,524
of 1,581 holders
Holding Since
Mar 2024
10 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, 2026TD Capital Management LLC holds $72,691 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (9.7% of the industry book) .
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,036 | 31 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,129 | 31 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,753 | 31 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $5,522 | 31 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $4,765 | 31 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,749 | 31 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $630 | 5 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $640 | 5 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $521 | 5 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $467 | 5 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||