Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,101,772
+$162,616 QoQ
Shares Held
13,666
-8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#529
of 1,581 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026TRIGLAV INVESTMENTS, D.O.O. holds $3,101,772 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
|
13,666 | $3,101,772 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,101,772 | 13,666 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,939,156 | 14,866 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,754,481 | 47,166 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,066,424 | 11,600 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||