Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,460,868
+$1,677,705 QoQ
Shares Held
19,654
+39.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#467
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026BDF-GESTION holds $6,768,513 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
19,654 | $4,460,868 | |
| 2 | VTR |
Ventas, Inc.
|
25,987 | $2,307,645 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,460,868 | 19,654 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,783,163 | 14,077 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,612,831 | 14,077 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,674,772 | 15,015 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||