Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,858
-$491 QoQ
Shares Held
17
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,540
of 1,580 holders
Holding Since
Dec 2022
12 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, 2026Y.D. More Investments Ltd holds $194,810 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
8,923 | $190,952 | |
| 2 | WELL |
Welltower Inc.
This page
|
17 | $3,858 |
All Filings in WELL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,858 | 17 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $4,349 | 22 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $13,549 | 73 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $51,303 | 288 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $6,456 | 42 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $18,998 | 124 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $14,115 | 112 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $11,138 | 87 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $8,131 | 78 | Shares | Defined | 2024-08-08 | |
| 2023-06-30 | $1,051 | 13 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $931 | 13 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,048 | 16 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||