Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$522,031
+$67,298 QoQ
Shares Held
2,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#923
of 1,580 holders
Holding Since
Jun 2021
15 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, 2026MTM Investment Management, LLC holds $629,094 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (83.0% of the industry book) .
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,031 | 2,300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $454,733 | 2,300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $426,903 | 2,300 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $409,722 | 2,300 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $353,579 | 2,300 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $352,383 | 2,300 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $289,869 | 2,300 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $294,469 | 2,300 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $239,775 | 2,300 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $214,912 | 2,300 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $207,391 | 2,300 | Shares | Sole | 2024-01-16 | |
| 2022-03-31 | $225,929 | 2,350 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $201,559 | 2,350 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $201,880 | 2,450 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $203,595 | 2,450 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||