Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$90,788
+$11,704 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,364
of 1,581 holders
Holding Since
Sep 2024
8 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, 2026Mechanics Financial Corp holds $91,232 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
400 | $90,788 | |
| 2 | VTR |
Ventas, Inc.
|
5 | $444 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,788 | 400 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $79,084 | 400 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $74,244 | 400 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $71,256 | 400 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $61,492 | 400 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $61,284 | 400 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $50,412 | 400 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $51,212 | 400 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||