Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,518,972
+$597,197 QoQ
Shares Held
19,910
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#463
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Great Diamond Partners, LLC holds $4,518,972 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
|
19,910 | $4,518,972 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,518,972 | 19,910 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,921,775 | 19,836 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,617,353 | 19,489 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,514,524 | 19,729 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,616,330 | 17,019 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,308,261 | 15,066 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $525,797 | 4,172 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||