Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,691,499
+$724,827 QoQ
Shares Held
25,076
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#425
of 1,580 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CSM Advisors, LLC holds $5,691,499 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
|
25,076 | $5,691,499 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,691,499 | 25,076 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,966,672 | 25,121 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||