Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$601,924
+$77,598 QoQ
Shares Held
2,652
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#883
of 1,581 holders
Holding Since
Jun 2021
16 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, 2026HARTLINE INVESTMENT CORP/ holds $601,924 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
|
2,652 | $601,924 |
All Filings in WELL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,924 | 2,652 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $524,326 | 2,652 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $492,237 | 2,652 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $472,427 | 2,652 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $407,691 | 2,652 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $406,312 | 2,652 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $334,231 | 2,652 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $339,535 | 2,652 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $276,471 | 2,652 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $250,852 | 2,782 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $227,901 | 2,782 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $225,035 | 2,782 | Shares | Sole | 2023-08-03 | |
| 2022-03-31 | $668,365 | 6,952 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $596,273 | 6,952 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $572,844 | 6,952 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $577,711 | 6,952 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||