Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,213
-$14,500 QoQ
Shares Held
45
-64.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,506
of 1,580 holders
Holding Since
Jun 2022
6 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, 2026Leonteq Securities AG holds $98,575 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPT |
Medical Properties Trust Inc
|
19,126 | $88,362 | |
| 2 | WELL |
Welltower Inc.
This page
|
45 | $10,213 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,213 | 45 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $24,713 | 125 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,064 | 65 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,838 | 44 | Shares | Sole | 2026-02-17 | |
| 2022-09-30 | $28,815 | 448 | Shares | Sole | 2026-03-26 | |
| 2022-06-30 | $65,880 | 800 | Shares | Sole | 2026-03-26 | |
| No filing history on record for this holder in this stock. | ||||||