Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$615,769
+$97,967 QoQ
Shares Held
2,713
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#872
of 1,575 holders
Holding Since
Sep 2020
8 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026FIRST HORIZON CORP holds $727,462 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (84.6% of the industry book) .
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,769 | 2,713 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $517,802 | 2,619 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $489,267 | 2,636 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $288,052 | 1,617 | Shares | Defined | 2025-10-27 | |
| 2021-06-30 | $3,739 | 45 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $3,223 | 45 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $2,972 | 46 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,762 | 32 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||