Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,301,475
+$333,668 QoQ
Shares Held
10,140
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#574
of 1,580 holders
Holding Since
Jun 2025
5 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, 2026Western Financial Corp/CA holds $2,301,475 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
|
10,140 | $2,301,475 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,301,475 | 10,140 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,967,807 | 9,953 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,985,284 | 10,696 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,115,234 | 11,874 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,794,644 | 11,674 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||