Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$376,543
+$48,543 QoQ
Shares Held
1,659
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,028
of 1,581 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, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $376,543 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
|
1,659 | $376,543 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,543 | 1,659 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $328,000 | 1,659 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $307,926 | 1,659 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $285,024 | 1,600 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $245,968 | 1,600 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $260,457 | 1,700 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $214,251 | 1,700 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $217,651 | 1,700 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||