Position in WELL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$26,188,025
+$5,827,257 QoQ
Shares Held
115,381
+12.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#239
of 1,580 holders
Holding Since
Mar 2025
5 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, 2026Rakuten Investment Management, Inc. holds $34,758,822 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (75.3% of the industry book) .
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,188,025 | 115,381 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $20,360,768 | 102,983 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,620,261 | 89,544 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,408,809 | 13,522 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $8,588,492 | 56,057 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||