Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$450,081
+$173,287 QoQ
Shares Held
1,983
+41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#976
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026Fisher Asset Management, LLC holds $450,081 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
|
1,983 | $450,081 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,081 | 1,983 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $276,794 | 1,400 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $317,393 | 1,710 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $282,708 | 1,587 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||