Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,271,181
+$615,489 QoQ
Shares Held
27,630
-3.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#413
of 1,580 holders
Holding Since
Jun 2022
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, 2026MUFG Securities EMEA plc holds $13,193,378 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (47.5% of the industry book) .
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,271,181 | 27,630 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,655,692 | 28,606 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,222,322 | 28,136 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,280,548 | 12,802 | Shares | Sole | 2025-11-14 | |
| 2022-09-30 | $196,274,088 | 3,051,525 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $251,293,083 | 3,051,525 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||