Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,078,089
+$273,685 QoQ
Shares Held
35,591
-9.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#380
of 1,577 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Generali Asset Management SPA SGR holds $11,159,388 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (72.4% 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 | $8,078,089 | 35,591 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $7,804,404 | 39,474 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,571,403 | 40,792 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,483,327 | 30,781 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,602,368 | 29,938 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,950,063 | 38,836 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,078,300 | 48,229 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||