Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,666,503
+$613,251 QoQ
Shares Held
20,560
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#458
of 1,580 holders
Holding Since
Mar 2025
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, 2026Portfolio Design Labs, LLC holds $5,149,752 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (90.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
20,560 | $4,666,503 | |
| 2 | VTR |
Ventas, Inc.
|
5,442 | $483,249 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,666,503 | 20,560 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,053,252 | 20,501 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,205,551 | 22,658 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,741,296 | 21,002 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,459,693 | 22,505 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,200,405 | 27,416 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||