LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in WELL — Welltower Inc.
CIK 932974
BOSTON, MA
Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$483,900
+$447,917 QoQ
Shares Held
2,132
+1071.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#948
of 1,581 holders
Holding Since
Jun 2021
3 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $528,300 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (91.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,132 | $483,900 | |
| 2 | VTR |
Ventas, Inc.
|
500 | $44,400 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,900 | 2,132 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $35,983 | 182 | Shares | Sole | 2026-04-13 | |
| 2021-06-30 | $3,656 | 44 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||