Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,916,270
+$2,193,220 QoQ
Shares Held
70,125
+1.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#299
of 1,581 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, 2026WESTPAC BANKING CORP holds $32,647,971 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (48.8% 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 | $15,916,270 | 70,125 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $13,723,050 | 69,410 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,659,224 | 73,591 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $13,537,035 | 75,991 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,682,095 | 75,991 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $12,993,892 | 84,811 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,211,754 | 88,961 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $13,152,521 | 102,730 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $10,666,130 | 102,313 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,175,153 | 98,193 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $8,790,582 | 97,489 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $7,745,207 | 94,546 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,742,299 | 70,989 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $26,877,581 | 374,914 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $13,766,415 | 210,014 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $17,277,508 | 268,618 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $32,572,796 | 395,541 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $23,349,231 | 242,867 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $36,515,546 | 425,738 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $28,248,284 | 342,819 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $51,134,171 | 615,333 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $47,109,544 | 657,679 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $44,629,671 | 690,648 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $34,074,319 | 618,521 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $26,513,748 | 512,343 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $14,474,764 | 316,181 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||