Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$56,288
+$41,065 QoQ
Shares Held
248
+222.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,400
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026E Fund Management (Hong Kong) Co., Ltd. holds $57,914 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
248 | $56,288 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
76 | $1,626 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,288 | 248 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $15,223 | 77 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $742 | 4 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $712 | 4 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||