Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,534,090
+$237,508 QoQ
Shares Held
6,759
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#645
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $1,941,060 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
6,759 | $1,534,090 | |
| 2 | VTR |
Ventas, Inc.
|
4,583 | $406,970 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,534,090 | 6,759 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,296,582 | 6,558 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,226,510 | 6,608 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,161,116 | 6,518 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $987,100 | 6,421 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $954,651 | 6,231 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $795,627 | 6,313 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $792,121 | 6,187 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $638,739 | 6,127 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $547,278 | 5,857 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $513,067 | 5,690 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $434,913 | 5,309 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $485,259 | 5,999 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $407,485 | 5,684 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $379,468 | 5,789 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $364,694 | 5,670 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $480,100 | 5,830 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $738,643 | 7,683 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $840,974 | 9,805 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,062,465 | 12,894 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,075,646 | 12,944 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,075,667 | 15,017 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $935,891 | 14,483 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $743,659 | 13,499 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $696,192 | 13,453 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $520,701 | 11,374 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||