Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$394,019
+$50,795 QoQ
Shares Held
1,736
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,011
of 1,580 holders
Holding Since
Dec 2022
14 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, 2026Cercano Management LLC holds $803,387 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
4,610 | $409,368 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,736 | $394,019 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,019 | 1,736 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $343,224 | 1,736 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $322,218 | 1,736 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $309,251 | 1,736 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $266,875 | 1,736 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $265,972 | 1,736 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $15,610,453 | 123,863 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $12,074,443 | 115,822 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,822,407 | 115,822 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,018,669 | 133,289 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $10,919,034 | 133,289 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,781,747 | 133,289 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $9,555,488 | 133,289 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,737,093 | 133,289 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||