Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,433
+$2,385 QoQ
Shares Held
68
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,484
of 1,577 holders
Holding Since
Mar 2026
2 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, 2026EFG International AG holds $38,201 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (40.4% of the industry book) .
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,433 | 68 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,048 | 66 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||