Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,156,639
+$144,167 QoQ
Shares Held
5,096
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#709
of 1,581 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026JACKSON SQUARE CAPITAL, LLC holds $1,156,639 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
|
5,096 | $1,156,639 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,639 | 5,096 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,012,472 | 5,121 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $933,061 | 5,027 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $876,092 | 4,918 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $323,447 | 2,104 | Shares | Sole | 2025-07-10 | |
| 2022-03-31 | $224,006 | 2,330 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $199,844 | 2,330 | Shares | Sole | 2022-01-19 | |
| 2020-06-30 | $6,986 | 135 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $13,505 | 295 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||