Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,247,427
+$160,813 QoQ
Shares Held
5,496
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#694
of 1,580 holders
Holding Since
Dec 2020
22 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, 2026Lumbard & Kellner, LLC holds $1,247,427 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,496 | $1,247,427 |
All Filings in WELL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,427 | 5,496 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,086,614 | 5,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,020,112 | 5,496 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $979,057 | 5,496 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $844,900 | 5,496 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $842,042 | 5,496 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $692,660 | 5,496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $703,652 | 5,496 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $572,958 | 5,496 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $513,546 | 5,496 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $495,574 | 5,496 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $450,232 | 5,496 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $444,571 | 5,496 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $394,008 | 5,496 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $360,262 | 5,496 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $452,595 | 5,496 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $947,075 | 9,851 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $843,976 | 9,840 | Shares | Sole | 2022-02-18 | |
| 2021-09-30 | $805,872 | 9,780 | Shares | Sole | 2021-11-18 | |
| 2021-06-30 | $812,718 | 9,780 | Shares | Sole | 2021-08-26 | |
| 2021-03-31 | $699,610 | 9,767 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $621,450 | 9,617 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||