Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,044,771
+$182,542 QoQ
Shares Held
9,009
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#592
of 1,580 holders
Holding Since
Dec 2024
7 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, 2026J. Safra Sarasin Holding AG holds $2,195,946 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
9,009 | $2,044,771 | |
| 2 | MPT |
Medical Properties Trust Inc
|
32,722 | $151,175 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,044,771 | 9,009 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $1,862,229 | 9,419 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,938,762 | 15,833 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $850,262 | 4,773 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $289,166 | 1,881 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $2,915,432 | 19,029 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,418,010 | 19,186 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||