Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,759
-$7,441 QoQ
Shares Held
43
-50.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,505
of 1,577 holders
Holding Since
Sep 2024
8 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, 2026Wilmington Savings Fund Society, FSB holds $74,433 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (13.1% of the industry book) .
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,759 | 43 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $17,200 | 87 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,125 | 33 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,878 | 33 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $444,279 | 2,890 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $420,867 | 2,747 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $349,607 | 2,774 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $336,846 | 2,631 | Shares | Defined | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||