Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,917,669
+$275,095 QoQ
Shares Held
8,449
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#604
of 1,581 holders
Holding Since
Dec 2022
14 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Summit Global Investments holds $1,917,669 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
|
8,449 | $1,917,669 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,917,669 | 8,449 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,642,574 | 8,308 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $780,431 | 4,381 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,501,969 | 22,780 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,548,799 | 10,109 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $872,757 | 6,925 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $302,022 | 2,359 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $294,402 | 2,824 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $267,985 | 2,868 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $366,631 | 4,066 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $457,850 | 5,589 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $453,307 | 5,604 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $771,312 | 10,759 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $704,924 | 10,754 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||