Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$837,973
+$44,366 QoQ
Shares Held
3,692
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#791
of 1,581 holders
Holding Since
Dec 2022
15 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $863,346 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (97.1% of the industry book) .
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,973 | 3,692 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $793,607 | 4,014 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $673,207 | 3,627 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $656,445 | 3,685 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $570,492 | 3,711 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $568,562 | 3,711 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $469,461 | 3,725 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $323,275 | 2,525 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $264,273 | 2,535 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $250,886 | 2,685 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $217,760 | 2,415 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $197,017 | 2,405 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $194,540 | 2,405 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $153,273 | 2,138 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $104,880 | 1,600 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||