Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,697
+$2,926 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,471
of 1,581 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $47,558 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (47.7% of the industry book) .
All Filings in WELL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,697 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,771 | 100 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,561 | 100 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,814 | 100 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,373 | 100 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $15,321 | 100 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,603 | 100 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,803 | 100 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,425 | 100 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,344 | 100 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,017 | 100 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,192 | 100 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,089 | 100 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,169 | 100 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,555 | 100 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $6,432 | 100 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||