Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$620,309
+$79,968 QoQ
Shares Held
2,733
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#872
of 1,580 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Alta Advisers Ltd holds $620,309 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
|
2,733 | $620,309 |
All Filings in WELL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,309 | 2,733 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $540,341 | 2,733 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $507,272 | 2,733 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $504,670 | 2,833 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $435,517 | 2,833 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $434,043 | 2,833 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $243,615 | 1,933 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $179,242 | 1,400 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $135,525 | 1,300 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $121,472 | 1,300 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $117,221 | 1,300 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $106,496 | 1,300 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $105,157 | 1,300 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $93,197 | 1,300 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $85,215 | 1,300 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $83,616 | 1,300 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||