Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,823,200
+$767,525 QoQ
Shares Held
34,468
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#385
of 1,580 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LGT Group Foundation holds $7,823,200 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
|
34,468 | $7,823,200 |
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,823,200 | 34,468 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $7,055,675 | 35,687 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $10,266,645 | 55,313 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $10,856,384 | 60,943 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,856,859 | 64,118 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $9,885,874 | 64,525 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,374,536 | 82,318 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $10,551,335 | 82,413 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,383,855 | 90,013 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $11,444,624 | 122,481 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,539,309 | 139,063 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $13,755,350 | 167,912 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $13,640,965 | 168,636 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $3,720,280 | 51,894 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $489,592 | 7,469 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $337,615 | 5,249 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $10,356,747 | 125,765 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $17,095,133 | 177,815 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $14,283,190 | 166,529 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||