Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$441,456
+$83,404 QoQ
Shares Held
1,945
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#982
of 1,577 holders
Holding Since
Dec 2025
3 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, 2026PCM Encore, LLC holds $923,196 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
5,425 | $481,740 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,945 | $441,456 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,456 | 1,945 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $358,052 | 1,811 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $289,365 | 1,559 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||