Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,543,497
+$4,203,694 QoQ
Shares Held
55,265
+31.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#323
of 1,581 holders
Holding Since
Jun 2025
5 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, 2026MIZUHO SECURITIES USA LLC holds $17,078,445 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (73.4% of the industry book) .
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,543,497 | 55,265 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $8,339,803 | 42,182 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,275,674 | 49,974 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $8,677,733 | 48,713 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $6,599,782 | 42,931 | Shares | Defined | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||