Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,065,145
+$22,860,917 QoQ
Shares Held
101,622
+3997.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
3 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, 2026BAHL & GAYNOR INC holds $161,077,524 across 3 REIT - Healthcare Facilities names. WELL ranks #3 (14.3% of the industry book) .
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,065,145 | 101,622 | Shares | Sole | 2026-08-13 | |
| 2022-06-30 | $204,228 | 2,480 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $204,874 | 2,131 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||