Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,372,487
+$426,247 QoQ
Shares Held
6,047
+26.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#670
of 1,580 holders
Holding Since
Jun 2024
9 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, 2026M&G PLC holds $1,950,263 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (70.4% of the industry book) .
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,372,487 | 6,047 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $946,240 | 4,786 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $882,018 | 4,752 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $960,887 | 5,394 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $796,475 | 5,181 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $383,637 | 2,504 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $208,579 | 1,655 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $407,263 | 3,181 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $331,619 | 3,181 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||