Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$187,931
+$24,228 QoQ
Shares Held
828
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,308
of 1,580 holders
Holding Since
Mar 2026
2 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, 2026Vanguard National Trust Co holds $277,010 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (67.8% of the industry book) .
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,931 | 828 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $163,703 | 828 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||