Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,852,809
+$12,683,467 QoQ
Shares Held
83,063
+166.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#277
of 1,580 holders
Holding Since
Sep 2021
15 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, 2026AIA Group Ltd holds $18,852,809 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
|
83,063 | $18,852,809 |
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,852,809 | 83,063 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,169,342 | 31,204 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $10,348,314 | 55,753 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,275,360 | 24,000 | Shares | Defined | 2025-12-18 | |
| 2025-06-30 | $2,398,188 | 15,600 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $1,915,125 | 12,500 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,537,566 | 12,200 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,766,814 | 13,800 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $1,376,100 | 13,200 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $1,158,656 | 12,400 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $1,172,210 | 13,000 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,073,152 | 13,100 | Shares | Defined | 2023-11-01 | |
| 2022-03-31 | $1,851,944 | 19,263 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $40,226 | 469 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,535,365 | 30,769 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||