Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$77,666,637
+$10,539,743 QoQ
Shares Held
342,189
+0.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#144
of 1,586 holders
Holding Since
Mar 2020
26 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, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $134,133,528 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (57.9% of the industry book) .
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,666,637 | 342,189 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $67,126,894 | 339,522 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $60,873,583 | 327,965 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $58,683,413 | 329,423 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,238,728 | 287,769 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,886,699 | 292,975 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,021,372 | 262,012 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $31,469,517 | 245,798 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,233,642 | 232,457 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,015,782 | 214,210 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,582,143 | 206,079 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $15,820,390 | 193,120 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,808,532 | 183,070 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,124,288 | 183,070 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,360,173 | 188,561 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,563,192 | 179,776 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,766,343 | 179,312 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $15,764,844 | 163,978 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $12,962,763 | 151,134 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $12,453,441 | 151,134 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $12,737,235 | 153,276 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $10,979,159 | 153,276 | Shares | Sole | 2022-10-17 | |
| 2020-12-31 | $9,464,762 | 146,468 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,322,997 | 151,080 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $7,818,390 | 151,080 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $6,916,442 | 151,080 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||