Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,937,869
+$1,089,694 QoQ
Shares Held
8,538
+99.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#602
of 1,580 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, 2026Fairtree Asset Management (Pty) Ltd holds $2,889,716 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
8,538 | $1,937,869 | |
| 2 | VTR |
Ventas, Inc.
|
10,719 | $951,847 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,937,869 | 8,538 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $848,175 | 4,290 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $796,452 | 4,291 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $761,548 | 4,275 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||