Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,124,922
+$388,418 QoQ
Shares Held
13,768
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#526
of 1,580 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SIMON QUICK ADVISORS, LLC holds $4,077,854 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
13,768 | $3,124,922 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
19,986 | $952,932 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,124,922 | 13,768 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,736,504 | 13,841 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,850,227 | 15,356 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,702,205 | 15,169 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,319,785 | 15,090 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $426,536 | 2,784 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $276,635 | 2,195 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $252,219 | 1,970 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||