Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,336,063
+$904,197 QoQ
Shares Held
23,510
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#437
of 1,577 holders
Holding Since
Mar 2023
14 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, 2026Perpetual Ltd holds $5,797,734 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
23,510 | $5,336,063 | |
| 2 | VTR |
Ventas, Inc.
|
5,199 | $461,671 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,336,063 | 23,510 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,431,866 | 22,416 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,130,007 | 22,251 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,112,539 | 23,086 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,694,899 | 24,035 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,608,708 | 23,554 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $3,050,430 | 24,204 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $2,993,853 | 23,384 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $3,155,022 | 30,264 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $3,031,567 | 32,444 | Shares | Defined | 2024-04-16 | |
| 2023-12-31 | $1,858,764 | 20,614 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $1,112,801 | 13,584 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $1,171,610 | 14,484 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $1,402,543 | 19,564 | Shares | Defined | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||