Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,191,198
+$1,422,287 QoQ
Shares Held
14,060
+57.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#522
of 1,581 holders
Holding Since
Sep 2024
8 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, 2026Plato Investment Management Ltd holds $3,732,078 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
14,060 | $3,191,198 | |
| 2 | VTR |
Ventas, Inc.
|
6,091 | $540,880 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,191,198 | 14,060 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,768,911 | 8,947 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $815,199 | 4,392 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $782,390 | 4,392 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $675,182 | 4,392 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $672,132 | 4,387 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $387,542 | 3,075 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $393,692 | 3,075 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||