Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,789,078
+$4,261,846 QoQ
Shares Held
56,347
+30.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#320
of 1,577 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $12,929,250 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (98.9% of the industry book) .
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,789,078 | 56,347 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,527,232 | 43,130 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,534,791 | 126,797 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $37,731,833 | 211,810 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $180,479 | 1,174 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $179,868 | 1,174 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $85,700 | 680 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $260,284 | 2,033 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $291,900 | 2,800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $364,416 | 3,900 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $99,187 | 1,100 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $91,258 | 1,114 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $501,922 | 6,205 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $335,580 | 4,681 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $146,373 | 2,233 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $242,743 | 3,774 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $406,726 | 4,939 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $105,754 | 1,100 | Shares | Sole | 2022-05-09 | |
| 2020-03-31 | $108,681 | 2,374 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||