Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$12,291,333
+$1,571,102 QoQ
Shares Held
54,154
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
5.13%
of 13F equity value
Holder Rank
#327
of 1,581 holders
Holding Since
Dec 2022
15 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, 2026Windle Wealth, LLC holds $12,291,333 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
|
54,154 | $12,291,333 |
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,291,333 | 54,154 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,720,231 | 54,222 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,908,047 | 53,381 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,982,965 | 56,040 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,615,182 | 56,041 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,618,062 | 56,250 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,210,602 | 65,148 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,855,963 | 69,171 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,178,550 | 68,859 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,697,405 | 71,676 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,375,740 | 70,708 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,184,058 | 75,489 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,145,617 | 75,975 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,428,581 | 75,723 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,771,253 | 72,788 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||