Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,617,645
+$743,750 QoQ
Shares Held
11,533
+21.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#552
of 1,580 holders
Holding Since
Mar 2020
23 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, 2026OSSIAM holds $4,251,726 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (61.6% of the industry book) .
All Filings in WELL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,617,645 | 11,533 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,873,895 | 9,478 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $18,304,115 | 98,616 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,048,431 | 11,499 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,379,279 | 15,477 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,116,751 | 20,343 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,341,889 | 18,582 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,594,271 | 20,263 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,857,596 | 27,411 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,450,557 | 26,226 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,391,954 | 15,437 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,592,279 | 19,437 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $888,738 | 10,987 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $888,740 | 12,397 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,033,657 | 15,769 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,468,889 | 69,479 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,226,342 | 63,465 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,431,572 | 25,292 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $318,640 | 3,867 | Shares | Defined | 2021-11-12 | |
| 2020-12-31 | $14,087 | 218 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $215,126 | 3,905 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $47,506 | 918 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $208,619 | 4,557 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||