Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,012,059
+$631,863 QoQ
Shares Held
4,459
+131.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#745
of 1,577 holders
Holding Since
Jun 2021
3 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, 2026ALERUS FINANCIAL NA holds $1,890,824 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (53.5% 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 | $1,012,059 | 4,459 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $380,196 | 1,923 | Shares | Sole | 2026-05-12 | |
| 2021-06-30 | $1,228,384 | 14,782 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||