Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$184,071
+$23,729 QoQ
Shares Held
811
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,310
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026HM PAYSON & CO holds $267,263 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
811 | $184,071 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
886 | $42,244 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,069 | $22,876 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
375 | $15,131 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
100 | $2,017 | |
| 6 | MPT |
Medical Properties Trust Inc
|
200 | $924 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,071 | 811 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $160,342 | 811 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $154,055 | 830 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $147,855 | 830 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $88,394 | 575 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $81,660 | 533 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $67,173 | 533 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $68,496 | 535 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $52,125 | 500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $46,720 | 500 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $45,085 | 500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $40,960 | 500 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $40,445 | 500 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $35,845 | 500 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $40,247 | 614 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $38,592 | 600 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $16,470 | 200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,228 | 200 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,154 | 200 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $16,892 | 205 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $16,620 | 200 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $14,326 | 200 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $12,924 | 200 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $23,853 | 433 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $25,875 | 500 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,890 | 500 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||