Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$53,990,715
+$3,457,621 QoQ
Shares Held
237,876
-6.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
3.82%
of 13F equity value
Holder Rank
#171
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026M.D. Sass, LLC holds $53,990,715 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
|
237,876 | $53,990,715 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,990,715 | 237,876 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $50,533,094 | 255,592 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $50,678,954 | 273,040 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $58,221,852 | 326,832 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $65,271,913 | 424,588 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $64,654,620 | 422,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $48,766,804 | 386,946 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||