Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,099,729
-$348,531 QoQ
Shares Held
13,657
-21.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#531
of 1,580 holders
Holding Since
Mar 2020
25 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, 2026Sarasin & Partners LLP holds $6,645,859 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (46.6% of the industry book) .
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,099,729 | 13,657 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,448,260 | 17,441 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,421,534 | 18,434 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,675,562 | 20,633 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,693,305 | 69,559 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $10,075,702 | 65,764 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $4,348,154 | 33,962 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,540,538 | 33,962 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,363,092 | 35,992 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,245,398 | 35,992 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,251,238 | 51,895 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,579,587 | 56,615 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $4,031,988 | 56,242 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,983,801 | 60,775 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,712,872 | 57,725 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $4,646,763 | 56,427 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,407,105 | 56,242 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $4,823,876 | 56,242 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,641,427 | 56,328 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,531,775 | 54,534 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,052,252 | 56,572 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,655,682 | 56,572 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,116,551 | 56,572 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,867,208 | 55,405 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,009,293 | 109,421 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||