Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,595,956
+$5,970,876 QoQ
Shares Held
59,902
+55.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#311
of 1,580 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $20,569,066 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (66.1% of the industry book) .
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,595,956 | 59,902 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $7,625,080 | 38,567 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $6,612,726 | 35,627 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $5,869,356 | 32,948 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,743,646 | 30,857 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,634,754 | 30,251 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,854,248 | 30,582 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,649,366 | 28,504 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $4,505,684 | 43,220 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,372,716 | 36,095 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,515,277 | 38,985 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,081,338 | 37,614 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,791,189 | 34,506 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,513,523 | 35,061 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,401,030 | 36,629 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,769,876 | 43,064 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,414,230 | 41,460 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,550,257 | 36,928 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $2,932,218 | 34,187 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||