Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$787,812
+$101,561 QoQ
Shares Held
3,471
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#807
of 1,581 holders
Holding Since
Jun 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, 2026Westerkirk Capital Inc. holds $787,812 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
|
3,471 | $787,812 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,812 | 3,471 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $686,251 | 3,471 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $644,252 | 3,471 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,781,400 | 10,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,537,300 | 10,000 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||