Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$380,401
-$120,122 QoQ
Shares Held
1,676
-72.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,023
of 1,581 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $380,401 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
|
1,676 | $380,401 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,401 | 1,676 | Shares | Sole | 2026-08-05 | |
| 2022-06-30 | $500,523 | 6,078 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $496,563 | 5,165 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $398,230 | 4,643 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $363,219 | 4,408 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $369,795 | 4,450 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $297,264 | 4,150 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $275,668 | 4,266 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $291,536 | 5,292 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $258,180 | 4,989 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $315,286 | 6,887 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||