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Tidemark, LLC

Position in WELL — Welltower Inc.

CIK 2009591 SAN DIEGO, CA

Position in WELL

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$1,361
+$175 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,557
of 1,577 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

Tidemark, LLC holds $197,532 across 6 REIT - Healthcare Facilities names. WELL ranks #5 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WELL
Welltower Inc.
This page
6 $1,361

All Filings in WELL

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,361 6
2026-03-31 $1,186 6
2025-09-30 $1,068 6
2025-06-30 $922 6
2024-03-31 $2,055 22
2023-12-31 $1,983 22