Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$334,099
+$49,397 QoQ
Shares Held
1,472
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,069
of 1,580 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PARK NATIONAL CORP /OH/ holds $334,099 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,472 | $334,099 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,099 | 1,472 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $284,702 | 1,440 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $239,436 | 1,290 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $208,780 | 1,172 | Shares | Sole | 2025-10-01 | |
| 2020-03-31 | $413,027 | 9,022 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||