Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$493,432
+$60,448 QoQ
Shares Held
2,174
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#942
of 1,580 holders
Holding Since
Mar 2020
25 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, 2026Pflug Koory, LLC holds $493,432 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
|
2,174 | $493,432 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,432 | 2,174 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $432,984 | 2,190 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $406,485 | 2,190 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $390,126 | 2,190 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $336,668 | 2,190 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $335,529 | 2,190 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $279,156 | 2,215 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $283,586 | 2,215 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $206,969 | 2,215 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $199,726 | 2,215 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $181,452 | 2,215 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $179,171 | 2,215 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $158,793 | 2,215 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $145,193 | 2,215 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $142,468 | 2,215 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $182,405 | 2,215 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $212,950 | 2,215 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $189,980 | 2,215 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $182,516 | 2,215 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $184,066 | 2,215 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $158,660 | 2,215 | Shares | Sole | 2021-07-13 | |
| 2020-12-31 | $80,775 | 1,250 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $68,862 | 1,250 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $64,687 | 1,250 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $57,225 | 1,250 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||