Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,255,657
+$255,804 QoQ
Shares Held
14,344
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#516
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026SUMITOMO LIFE INSURANCE CO holds $3,255,657 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
|
14,344 | $3,255,657 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,255,657 | 14,344 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,999,853 | 15,173 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,745,357 | 14,791 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,612,066 | 14,663 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,327,011 | 15,137 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,463,463 | 16,079 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,049,247 | 16,260 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,134,516 | 16,672 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,697,919 | 16,287 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,718,361 | 18,390 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,723,509 | 19,114 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,645,527 | 20,087 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,645,868 | 20,347 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,601,841 | 22,344 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,475,399 | 22,508 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,478,073 | 22,980 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,204,533 | 14,627 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,369,129 | 14,241 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,266,136 | 14,762 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,249,019 | 15,158 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,312,730 | 15,797 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,308,894 | 18,273 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,229,330 | 19,024 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,164,988 | 21,147 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,175,760 | 22,720 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,105,770 | 24,154 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||