Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$242,176
+$39,326 QoQ
Shares Held
1,067
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,188
of 1,580 holders
Holding Since
Sep 2025
3 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, 2026Douglas Lane & Associates, LLC holds $61,213,686 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
2,849,136 | $60,971,510 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,067 | $242,176 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,176 | 1,067 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $202,850 | 1,026 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $219,468 | 1,232 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||