Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$42,081,599
+$15,255,715 QoQ
Shares Held
185,406
+36.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#198
of 1,580 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 20%
None 80%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NATIONAL BANK OF CANADA /FI/ holds $102,552,027 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (41.0% of the industry book) .
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,081,599 | 185,406 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $26,825,884 | 135,683 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $79,309,851 | 427,293 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $50,610,998 | 284,108 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $99,089,437 | 644,568 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $106,463,942 | 694,889 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $58,674,399 | 465,559 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $30,118,416 | 235,245 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $17,131,506 | 164,331 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $11,432,196 | 122,348 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,825,960 | 142,242 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $9,071,492 | 110,736 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $6,710,067 | 82,953 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $2,317,951 | 32,333 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $910,488 | 13,890 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $109,214 | 1,698 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $139,829 | 1,698 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $161,130 | 1,676 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $134,143 | 1,564 | Shares | Defined | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||