Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$907,653
+$64,223 QoQ
Shares Held
3,999
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#774
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Quantum Portfolio Management LLC holds $1,720,150 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (52.8% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,653 | 3,999 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $843,430 | 4,266 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $991,899 | 5,344 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,393,054 | 7,820 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $804,622 | 5,234 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,528,269 | 9,975 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $209,461 | 1,662 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||