Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,949,635
+$8,363,107 QoQ
Shares Held
70,272
+83.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#298
of 1,581 holders
Holding Since
Sep 2024
6 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, 2026Longbow Finance SA holds $15,949,635 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
|
70,272 | $15,949,635 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,949,635 | 70,272 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,586,528 | 38,372 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,622,750 | 35,681 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,491,555 | 58,895 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,053,928 | 58,895 | Shares | Sole | 2025-08-05 | |
| 2024-09-30 | $2,143,990 | 16,746 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||