Agate Pass Investment Management, LLC
Position in WELL — Welltower Inc.
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in WELL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,993,931
+$257,049 QoQ
Shares Held
8,785
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#598
of 1,581 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, 2026Agate Pass Investment Management, LLC holds $1,993,931 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
|
8,785 | $1,993,931 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,993,931 | 8,785 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,736,882 | 8,785 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,630,583 | 8,785 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,707,471 | 9,585 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,488,875 | 9,685 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,483,838 | 9,685 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $871,497 | 6,915 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||