Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78,531
+$13,287 QoQ
Shares Held
346
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,373
of 1,577 holders
Holding Since
Jun 2024
9 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, 2026LOOMIS SAYLES & CO L P holds $8,994,738 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (0.9% of the industry book) .
All Filings in WELL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,531 | 346 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $65,244 | 330 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $10,765 | 58 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $10,332 | 58 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,377 | 61 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $58,832 | 384 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $74,483 | 591 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $12,034 | 94 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $104 | 1 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||