Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$544,501
+$69,800 QoQ
Shares Held
2,399
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#907
of 1,581 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $544,501 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
|
2,399 | $544,501 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,501 | 2,399 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $474,701 | 2,401 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $477,203 | 2,571 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $459,957 | 2,582 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $396,930 | 2,582 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $455,340 | 2,972 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $359,689 | 2,854 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $361,940 | 2,827 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||