Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,539,400
+$585,200 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#462
of 1,581 holders
Holding Since
Mar 2020
6 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, 2026Bleichroeder LP holds $4,539,400 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
|
20,000 | $4,539,400 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,539,400 | 20,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,954,200 | 20,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,712,200 | 20,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,562,800 | 20,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,074,600 | 20,000 | Shares | Sole | 2025-08-14 | |
| 2020-03-31 | $6,702,100 | 146,398 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||