Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,623,289
-$421,031 QoQ
Shares Held
7,152
-30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#638
of 1,581 holders
Holding Since
Jun 2025
5 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, 2026Phoenix Financial Ltd. holds $1,623,289 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
|
7,152 | $1,623,289 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,623,289 | 7,152 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,044,320 | 10,340 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,321,728 | 7,121 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,069,908 | 6,006 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,313,929 | 8,547 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||