Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$552,218
+$63,875 QoQ
Shares Held
2,433
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#902
of 1,581 holders
Holding Since
Dec 2023
11 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, 2026Gold Investment Management Ltd. holds $1,914,587 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
15,342 | $1,362,369 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,433 | $552,218 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,218 | 2,433 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $488,343 | 2,470 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $458,456 | 2,470 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $448,022 | 2,515 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $386,630 | 2,515 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $661,867 | 4,320 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $565,118 | 4,484 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $580,872 | 4,537 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $482,781 | 4,631 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $705,098 | 7,546 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $681,234 | 7,555 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||