Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$59,053,735
+$6,518,037 QoQ
Shares Held
260,183
-2.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
3.71%
of 13F equity value
Holder Rank
#163
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CORDA Investment Management, LLC. holds $59,053,735 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
|
260,183 | $59,053,735 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,053,735 | 260,183 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $52,535,698 | 265,721 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $51,902,124 | 279,630 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $51,083,960 | 286,763 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $44,840,120 | 291,681 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $45,953,960 | 299,941 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $45,108,153 | 357,916 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $47,164,715 | 368,388 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $44,540,291 | 427,245 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $41,152,190 | 440,413 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $41,910,745 | 464,797 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $41,460,285 | 506,107 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $43,096,088 | 532,774 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $41,922,663 | 584,777 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $38,920,115 | 593,747 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $34,274,841 | 532,880 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $41,246,891 | 500,873 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $49,015,152 | 509,831 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $44,617,982 | 520,205 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $43,306,226 | 525,561 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $44,217,593 | 532,101 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $38,677,334 | 539,960 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $34,630,633 | 535,912 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $29,335,590 | 532,503 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $27,160,573 | 524,842 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $23,824,827 | 520,420 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||