Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,802,529
+$3,270,303 QoQ
Shares Held
65,218
+11.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#307
of 1,580 holders
Holding Since
Dec 2021
19 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, 2026TD Waterhouse Canada Inc. holds $30,676,591 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
65,218 | $14,802,529 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
232,553 | $12,127,638 | |
| 3 | VTR |
Ventas, Inc.
|
41,798 | $3,711,662 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
375 | $17,880 | |
| 5 | MPT |
Medical Properties Trust Inc
|
3,079 | $14,224 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
100 | $2,017 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
21 | $409 | |
| 8 | DHC |
Diversified Healthcare Trust
|
25 | $232 |
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,802,529 | 65,218 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $11,532,226 | 58,329 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,372,029 | 7,392 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $325,996 | 1,830 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $477,792 | 3,108 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $493,182 | 3,219 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,404,904 | 19,082 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $151,459 | 1,183 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $135,316 | 1,298 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $117,827 | 1,261 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $114,515 | 1,270 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $131,153 | 1,601 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $155,875 | 1,927 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $124,167 | 1,732 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $115,892 | 1,768 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $103,104 | 1,603 | Shares | Defined | 2023-11-13 | |
| 2022-06-30 | $132,007 | 1,603 | Shares | Defined | 2023-11-13 | |
| 2022-03-31 | $150,074 | 1,561 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $130,113 | 1,517 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||