Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,811,447
+$281,568 QoQ
Shares Held
7,981
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#620
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026Highview Capital Management LLC/DE/ holds $1,811,447 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
|
7,981 | $1,811,447 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,811,447 | 7,981 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,529,879 | 7,738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,407,666 | 7,584 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,323,580 | 7,430 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,180,492 | 7,679 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,168,839 | 7,629 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||