Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$386,756
+$356,111 QoQ
Shares Held
1,704
+999.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,018
of 1,586 holders
Holding Since
Dec 2025
3 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, 2026SWISS RE LTD holds $386,756 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
|
1,704 | $386,756 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,756 | 1,704 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $30,645 | 155 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $28,769 | 155 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||