Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$163,781,778
+$15,459,736 QoQ
Shares Held
721,601
-3.8% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#98
of 1,581 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 87%
Shared 6%
None 7%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $163,781,778 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
|
721,601 | $163,781,778 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,781,778 | 721,601 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $148,322,042 | 750,200 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $139,825,581 | 753,330 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $104,857,123 | 588,622 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $88,985,841 | 578,845 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||