Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$583,085
+$84,659 QoQ
Shares Held
2,569
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#892
of 1,580 holders
Holding Since
Mar 2022
9 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, 2026West Family Investments, Inc. holds $1,016,531 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (57.4% of the industry book) .
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,085 | 2,569 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $498,426 | 2,521 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $647,964 | 3,491 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $621,886 | 3,491 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $529,292 | 3,443 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $360,503 | 2,353 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $297,682 | 2,362 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $214,962 | 1,679 | Shares | Sole | 2024-11-08 | |
| 2022-03-31 | $219,872 | 2,287 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||