Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$867,706
+$109,686 QoQ
Shares Held
3,823
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#783
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $2,359,306 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,823 | $867,706 | |
| 2 | VTR |
Ventas, Inc.
|
7,973 | $708,002 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
28,042 | $565,607 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
9,483 | $202,936 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
83 | $3,349 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
171 | $3,336 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
69 | $3,289 | |
| 8 | XRN |
Chiron Real Estate Inc.
|
56 | $2,101 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,706 | 3,823 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $758,020 | 3,834 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $591,910 | 3,189 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $565,416 | 3,174 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $449,506 | 2,924 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $295,848 | 1,931 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $194,212 | 1,541 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $203,183 | 1,587 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $161,587 | 1,550 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $135,768 | 1,453 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $124,254 | 1,378 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $247,562 | 3,022 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $560,891 | 6,934 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $583,341 | 8,137 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $534,888 | 8,160 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $477,768 | 7,428 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $597,202 | 7,252 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $726,337 | 7,555 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $600,390 | 7,000 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $581,826 | 7,061 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $630,645 | 7,589 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $563,155 | 7,862 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $684,842 | 10,598 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $639,044 | 11,600 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $676,890 | 13,080 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $3,947,746 | 86,233 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||