Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,072
+$3,396 QoQ
Shares Held
62
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,487
of 1,577 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SouthState Bank Corp holds $19,791 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (71.1% of the industry book) .
All Filings in WELL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,072 | 62 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $10,676 | 54 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $15,776 | 85 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $9,975 | 56 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $18,755 | 122 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $25,892 | 169 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,646 | 21 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $2,688 | 21 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,189 | 21 | Shares | Defined | 2024-08-02 | |
| 2022-06-30 | $3,788 | 46 | Shares | Defined | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||