Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$509,093
+$187,816 QoQ
Shares Held
2,243
+38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#928
of 1,580 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026AlTi Global, Inc. holds $509,093 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
|
2,243 | $509,093 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,093 | 2,243 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $321,277 | 1,625 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $396,276 | 2,135 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||