Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,985,813
+$3,050,387 QoQ
Shares Held
83,649
+3.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#275
of 1,580 holders
Holding Since
Jun 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, 2026NorthCoast Asset Management LLC holds $18,985,813 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
|
83,649 | $18,985,813 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,985,813 | 83,649 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,935,426 | 80,600 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $19,068,461 | 107,042 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,328,893 | 106,218 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||