Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,516,599
+$130,534 QoQ
Shares Held
138,858
-12.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#219
of 1,577 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, 2026BANK OF NOVA SCOTIA holds $41,346,888 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (76.2% of the industry book) .
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,516,599 | 138,858 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $31,386,065 | 158,748 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $33,055,468 | 178,091 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $26,149,881 | 146,794 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,869,995 | 96,728 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $10,943,789 | 71,430 | Shares | Defined | 2025-07-02 | |
| 2024-12-31 | $10,593,325 | 84,054 | Shares | Sole | 2025-07-02 | |
| 2024-09-30 | $10,056,115 | 78,545 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,747,060 | 64,720 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,462,029 | 69,157 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,035,077 | 66,930 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,866,623 | 47,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,249,431 | 40,171 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,347,273 | 32,742 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,945,422 | 44,934 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,146,469 | 48,919 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,867,567 | 46,965 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,222,853 | 64,727 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,155,018 | 83,421 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,770,059 | 70,025 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,456,818 | 53,632 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,917,542 | 68,652 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $3,774,389 | 58,409 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $36,889,145 | 669,616 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,630,193 | 50,825 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,992,665 | 43,527 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||