Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$709,508
+$91,467 QoQ
Shares Held
3,126
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#832
of 1,581 holders
Holding Since
Dec 2021
19 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, 2026Hendershot Investments Inc. holds $709,508 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
|
3,126 | $709,508 |
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,508 | 3,126 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $618,041 | 3,126 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $580,216 | 3,126 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $578,242 | 3,246 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $499,007 | 3,246 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $624,024 | 4,073 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $518,739 | 4,116 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $526,971 | 4,116 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $536,053 | 5,142 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $536,532 | 5,742 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $517,756 | 5,742 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $470,384 | 5,742 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $479,435 | 5,927 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $460,751 | 6,427 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $473,926 | 7,230 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $463,232 | 7,202 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $593,084 | 7,202 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $692,400 | 7,202 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $617,715 | 7,202 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||