Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$136,862
+$26,936 QoQ
Shares Held
603
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,328
of 1,575 holders
Holding Since
Mar 2020
26 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, 2026Cullen/Frost Bankers, Inc. holds $324,573 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (42.2% of the industry book) .
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,862 | 603 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $109,926 | 556 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $109,881 | 592 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $75,531 | 424 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $67,333 | 438 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $61,130 | 399 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $31,255 | 248 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $307,528 | 2,402 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $229,350 | 2,200 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $209,866 | 2,246 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $220,555 | 2,446 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $231,505 | 2,826 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $212,417 | 2,626 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $184,960 | 2,580 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $175,018 | 2,670 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $172,506 | 2,682 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $306,918 | 3,727 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $372,542 | 3,875 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $375,243 | 4,375 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $345,256 | 4,190 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $356,166 | 4,286 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $324,269 | 4,527 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $301,840 | 4,671 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $255,727 | 4,642 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $330,009 | 6,377 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $256,001 | 5,592 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||