Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$41,306
+$5,324 QoQ
Shares Held
182
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,427
of 1,581 holders
Holding Since
Mar 2022
18 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, 2026HAZLETT, BURT & WATSON, INC. holds $108,058 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
1,400 | $66,752 | |
| 2 | WELL |
Welltower Inc.
This page
|
182 | $41,306 |
All Filings in WELL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,306 | 182 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $35,982 | 182 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,356 | 142 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,295 | 142 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,829 | 142 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $21,755 | 142 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,896 | 142 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,180 | 142 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $14,803 | 142 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,814 | 142 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $9,470 | 142 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $11,632 | 142 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,485 | 142 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,531 | 152 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,884 | 142 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $9,132 | 142 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $11,692 | 142 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $13,651 | 142 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||