Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,964,388
+$2,440,234 QoQ
Shares Held
70,337
+2.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#297
of 1,580 holders
Holding Since
Mar 2026
2 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, 2026Blue Chip Partners, LLC holds $15,964,388 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
|
70,337 | $15,964,388 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,964,388 | 70,337 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,524,154 | 68,404 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||