Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$303,231
+$39,091 QoQ
Shares Held
1,336
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,105
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026CIDEL ASSET MANAGEMENT INC holds $364,677 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,336 | $303,231 | |
| 2 | MPT |
Medical Properties Trust Inc
|
13,300 | $61,446 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,231 | 1,336 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $264,140 | 1,336 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $216,978 | 1,169 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $227,128 | 1,275 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $209,995 | 1,366 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $229,661 | 1,499 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $208,327 | 1,653 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $224,180 | 1,751 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||