Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,191,913
+$5,803,646 QoQ
Shares Held
119,804
+10.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#234
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026ABN AMRO Bank N.V. holds $36,963,465 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
119,804 | $27,191,913 | |
| 2 | VTR |
Ventas, Inc.
|
110,040 | $9,771,552 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,191,913 | 119,804 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,388,267 | 108,180 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $19,960,313 | 107,539 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,591,937 | 104,367 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||