Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,976,042
+$2,038,364 QoQ
Shares Held
48,359
+7.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#338
of 1,580 holders
Holding Since
Dec 2024
7 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, 2026Triasima Portfolio Management inc. holds $10,976,042 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
|
48,359 | $10,976,042 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,976,042 | 48,359 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,937,678 | 45,206 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,289,156 | 44,659 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,231,671 | 46,209 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,525,684 | 42,449 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,685,316 | 37,108 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,512,360 | 12,000 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||