Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,471,930
+$364,342 QoQ
Shares Held
10,891
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#560
of 1,581 holders
Holding Since
Mar 2025
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, 2026Hartford Funds Management Co LLC holds $2,471,930 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
|
10,891 | $2,471,930 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,471,930 | 10,891 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,107,588 | 10,660 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,434,275 | 13,115 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,568,700 | 8,806 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,489,028 | 9,686 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $767,735 | 5,011 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||