Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$339,093
+$45,099 QoQ
Shares Held
1,494
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,065
of 1,581 holders
Holding Since
Mar 2022
11 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, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $339,093 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
|
1,494 | $339,093 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,093 | 1,494 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $293,994 | 1,487 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $288,623 | 1,555 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $337,753 | 1,896 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $299,158 | 1,946 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $318,063 | 2,076 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $263,654 | 2,092 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $267,838 | 2,092 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $218,091 | 2,092 | Shares | Sole | 2024-07-25 | |
| 2023-12-31 | $204,776 | 2,271 | Shares | Sole | 2024-02-05 | |
| 2022-03-31 | $201,701 | 2,098 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||