Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,063,049
+$781,622 QoQ
Shares Held
26,713
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#415
of 1,580 holders
Holding Since
Mar 2024
10 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, 2026RED CEDAR INVESTMENT MANAGEMENT, LLC holds $6,063,049 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
|
26,713 | $6,063,049 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,063,049 | 26,713 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,281,427 | 26,713 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,989,568 | 26,882 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,641,181 | 20,440 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,303,644 | 14,985 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,184,161 | 14,256 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,796,683 | 14,256 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,942,897 | 22,986 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $775,515 | 7,439 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $854,415 | 9,144 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||