Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$258,291
+$33,298 QoQ
Shares Held
1,138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,164
of 1,581 holders
Holding Since
Dec 2022
12 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, 2026Warwick Investment Management, Inc. holds $258,291 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
|
1,138 | $258,291 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,291 | 1,138 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $224,993 | 1,138 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $585,599 | 3,155 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $493,447 | 2,770 | Shares | Sole | 2025-10-24 | |
| 2025-03-31 | $307,186 | 2,005 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $276,032 | 2,156 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $222,782 | 2,137 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $247,242 | 2,646 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $221,908 | 2,461 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $212,992 | 2,600 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $210,314 | 2,600 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $1,130,082 | 17,240 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||