Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$168,411
+$21,908 QoQ
Shares Held
742
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,316
of 1,581 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Derivatives in WELL
reported options exposure · as of Jun 30, 2026CallValue
$181,576
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $168,411 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
742 | $168,411 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,576 | 800 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $168,411 | 742 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $146,503 | 741 | Shares | Sole | 2026-04-24 | |
| 2026-03-31 | $118,626 | 600 | Call | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||