Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$340,455
+$43,890 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,064
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026MIDDLETON & CO INC/MA holds $340,455 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
|
1,500 | $340,455 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,455 | 1,500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $296,565 | 1,500 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $315,537 | 1,700 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $302,838 | 1,700 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $261,341 | 1,700 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $260,457 | 1,700 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $214,251 | 1,700 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $217,651 | 1,700 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||