Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,080,556
+$623,743 QoQ
Shares Held
31,196
-4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.25%
of 13F equity value
Holder Rank
#397
of 1,580 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Legacy CG, LLC holds $7,080,556 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
|
31,196 | $7,080,556 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,080,556 | 31,196 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,456,813 | 32,658 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,932,838 | 31,964 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,770,310 | 32,392 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,987,001 | 32,440 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,922,790 | 32,131 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,914,617 | 31,061 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,949,085 | 30,845 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||