Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$945,557
+$120,316 QoQ
Shares Held
4,166
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#761
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, 2026Associated Banc-Corp holds $1,443,513 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,166 | $945,557 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
23,269 | $497,956 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,557 | 4,166 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $825,241 | 4,174 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $773,251 | 4,166 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $787,735 | 4,422 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $722,992 | 4,703 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $720,546 | 4,703 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $594,105 | 4,714 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $603,533 | 4,714 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $491,434 | 4,714 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $439,448 | 4,703 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $424,069 | 4,703 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $394,690 | 4,818 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $389,728 | 4,818 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $403,686 | 5,631 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $454,327 | 6,931 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $445,801 | 6,931 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $570,767 | 6,931 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $666,346 | 6,931 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $594,471 | 6,931 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $509,314 | 6,181 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $405,611 | 4,881 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $502,054 | 7,009 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $577,767 | 8,941 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $608,248 | 11,041 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $530,955 | 10,260 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $460,958 | 10,069 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||