Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,102,829
+$2,084,735 QoQ
Shares Held
35,700
+17.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#379
of 1,580 holders
Holding Since
Jun 2025
4 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, 2026Union Bancaire Privee, UBP SA holds $13,430,829 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
35,700 | $8,102,829 | |
| 2 | VTR |
Ventas, Inc.
|
60,000 | $5,328,000 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,102,829 | 35,700 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $6,018,094 | 30,439 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $5,559,019 | 29,950 | Shares | Defined | 2026-01-05 | |
| 2025-06-30 | $1,927,774 | 12,540 | Shares | Defined | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||