Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$384,941
+$294,971 QoQ
Shares Held
1,696
+35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,020
of 1,580 holders
Holding Since
Mar 2020
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, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $384,941 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
|
1,696 | $384,941 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,941 | 1,696 | Shares | Sole | 2026-08-10 | |
| 2023-03-31 | $89,970 | 1,255 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $150,568 | 2,297 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,005,625 | 31,182 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,386,914 | 28,985 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,919,963 | 30,372 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,396,499 | 27,941 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,092,136 | 25,390 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,189,019 | 26,342 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,885,014 | 26,316 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,471,332 | 22,769 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $855,768 | 15,534 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $562,522 | 10,870 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $297,478 | 6,498 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||