Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$21,637,503
+$4,837,096 QoQ
Shares Held
95,332
+12.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#258
of 1,580 holders
Holding Since
Mar 2024
10 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, 2026ABN AMRO INVESTMENT SOLUTIONS holds $25,422,069 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
95,332 | $21,637,503 | |
| 2 | VTR |
Ventas, Inc.
|
42,619 | $3,784,566 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,637,503 | 95,332 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $16,800,407 | 84,975 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $14,963,878 | 80,620 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $9,711,123 | 54,514 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,587,569 | 10,327 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,731,273 | 11,300 | Shares | Defined | 2025-08-27 | |
| 2024-12-31 | $1,144,604 | 9,082 | Shares | Defined | 2025-09-04 | |
| 2024-09-30 | $931,802 | 7,278 | Shares | Defined | 2025-09-04 | |
| 2024-06-30 | $616,743 | 5,916 | Shares | Defined | 2025-09-04 | |
| 2024-03-31 | $203,699 | 2,180 | Shares | Defined | 2025-09-05 | |
| No filing history on record for this holder in this stock. | ||||||