Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,188,701
+$1,192,621 QoQ
Shares Held
14,049
+39.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#523
of 1,581 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $3,949,006 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (80.7% 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 | $3,188,701 | 14,049 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,996,080 | 10,096 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,917,722 | 10,332 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,392,164 | 7,815 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||