Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,014,782
+$233,828 QoQ
Shares Held
4,471
+13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#744
of 1,580 holders
Holding Since
Jun 2021
13 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, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $1,272,302 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,471 | $1,014,782 | |
| 2 | VTR |
Ventas, Inc.
|
2,900 | $257,520 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,782 | 4,471 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $780,954 | 3,950 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $658,915 | 3,550 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $568,266 | 3,190 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $455,040 | 2,960 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $401,410 | 2,620 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $293,649 | 2,330 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $272,703 | 2,130 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $177,225 | 1,700 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $158,848 | 1,700 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $106,400 | 1,180 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $27,192 | 330 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $27,423 | 330 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||