Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$680
+$87 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,573
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026Breakwater Investment Management holds $2,697 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (25.2% of the industry book) .
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680 | 3 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $593 | 3 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $556 | 3 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $534 | 3 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||