Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$223,565
+$29,414 QoQ
Shares Held
985
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,231
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Bollard Group LLC holds $223,800 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
985 | $223,565 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
11 | $235 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,565 | 985 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $194,151 | 982 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $181,712 | 979 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $174,399 | 979 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $150,501 | 979 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $142,332 | 929 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $117,081 | 929 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $118,939 | 929 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $96,848 | 929 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $86,805 | 929 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $83,767 | 929 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $76,103 | 929 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $77,573 | 959 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $66,600 | 929 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $60,895 | 929 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $59,753 | 929 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $76,503 | 929 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $246,599 | 2,565 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $219,056 | 2,554 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $209,460 | 2,542 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $210,326 | 2,531 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $306,074 | 4,273 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $276,121 | 4,273 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $235,399 | 4,273 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $221,127 | 4,273 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $195,617 | 4,273 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||