Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,496
+$322 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,546
of 1,580 holders
Holding Since
Sep 2022
11 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, 2026Clean Yield Group holds $2,976,019 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (0.1% of the industry book) .
All Filings in WELL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,496 | 11 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,174 | 11 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,041 | 11 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,959 | 11 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,691 | 11 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,685 | 11 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,386 | 11 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,408 | 11 | Shares | Sole | 2024-10-07 | |
| 2023-03-31 | $4,516 | 63 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,129 | 63 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,052 | 63 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||