Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$351,576
+$131,257 QoQ
Shares Held
1,549
+30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,051
of 1,580 holders
Holding Since
Jun 2023
12 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, 2026True North Advisors, LLC holds $740,875 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
4,384 | $389,299 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,549 | $351,576 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,576 | 1,549 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $220,319 | 1,187 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $224,456 | 1,260 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $232,439 | 1,512 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $266,738 | 1,741 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $219,418 | 1,741 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $303,559 | 2,371 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $247,176 | 2,371 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $270,976 | 2,900 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $262,484 | 2,911 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $240,517 | 2,936 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $317,493 | 3,925 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||