Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$916,277
+$182,971 QoQ
Shares Held
4,037
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#771
of 1,580 holders
Holding Since
Jun 2024
9 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, 2026L2 Asset Management, LLC holds $1,056,530 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (86.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,037 | $916,277 | |
| 2 | DHC |
Diversified Healthcare Trust
|
15,081 | $140,253 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,277 | 4,037 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $733,306 | 3,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $642,024 | 3,459 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $560,250 | 3,145 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $450,890 | 2,933 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $406,159 | 2,651 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $304,236 | 2,414 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $289,091 | 2,258 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $227,473 | 2,182 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||