Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$261,469
+$51,304 QoQ
Shares Held
1,152
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,159
of 1,581 holders
Holding Since
Jun 2021
4 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, 2026HANCOCK WHITNEY CORP holds $5,573,718 across 4 REIT - Healthcare Facilities names. WELL ranks #4 (4.7% of the industry book) .
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,469 | 1,152 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $210,165 | 1,063 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $216,144 | 1,406 | Shares | Defined | 2025-08-14 | |
| 2021-06-30 | $204,675 | 2,463 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||