Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$943,968
+$121,693 QoQ
Shares Held
4,159
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#762
of 1,577 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026ST GERMAIN D J CO INC holds $978,910 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (96.4% of the industry book) .
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,968 | 4,159 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $822,275 | 4,159 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $791,812 | 4,266 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $797,176 | 4,475 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $686,558 | 4,466 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $366,478 | 2,392 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $440,978 | 3,499 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $70,416 | 550 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $9,344 | 100 | Shares | Sole | 2024-04-02 | |
| No filing history on record for this holder in this stock. | ||||||