Capital Group Private Client Services, Inc.
Position in WELL — Welltower Inc.
CIK 1857666
Los Angeles, CA
Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,185,803
+$1,203,864 QoQ
Shares Held
88,936
-7.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#267
of 1,580 holders
Holding Since
Jun 2023
13 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, 2026Capital Group Private Client Services, Inc. holds $20,185,803 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
|
88,936 | $20,185,803 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,185,803 | 88,936 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $18,981,939 | 96,009 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $19,721,804 | 106,254 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $19,003,262 | 106,676 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $57,037,980 | 371,027 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $56,571,720 | 369,243 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $38,156,716 | 302,759 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $21,981,086 | 171,687 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,687,707 | 73,743 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,879,535 | 41,519 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,059,828 | 33,934 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,892,677 | 35,311 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,925,386 | 36,165 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||