Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$497,972
+$87,527 QoQ
Shares Held
2,194
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#937
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026Foster Group, Inc. holds $497,972 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
|
2,194 | $497,972 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,972 | 2,194 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $410,445 | 2,076 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $354,515 | 1,910 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $338,466 | 1,900 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $291,164 | 1,894 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $276,237 | 1,803 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||