Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$327,063
+$79,531 QoQ
Shares Held
1,441
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,075
of 1,581 holders
Holding Since
Dec 2025
3 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, 2026KANE INVESTMENT MANAGEMENT, INC. holds $327,063 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,441 | $327,063 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,063 | 1,441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $247,532 | 1,252 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $277,672 | 1,496 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||