Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$744,007
+$95,914 QoQ
Shares Held
3,278
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#819
of 1,580 holders
Holding Since
Mar 2021
20 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, 2026SHELTON CAPITAL MANAGEMENT holds $2,303,701 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,278 | $744,007 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
9,520 | $453,913 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
5,885 | $306,902 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
7,299 | $294,514 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
11,398 | $229,897 | |
| 6 | VTR |
Ventas, Inc.
|
2,377 | $211,077 | |
| 7 | MPT |
Medical Properties Trust Inc
|
13,721 | $63,391 |
All Filings in WELL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,007 | 3,278 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $648,093 | 3,278 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $608,429 | 3,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $583,942 | 3,278 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $503,926 | 3,278 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $502,222 | 3,278 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $413,126 | 3,278 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $357,459 | 2,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $291,066 | 2,792 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $270,228 | 2,892 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $287,822 | 3,192 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $261,488 | 3,192 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $258,200 | 3,192 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $228,834 | 3,192 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $246,391 | 2,992 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $287,650 | 2,992 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $256,623 | 2,992 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $246,540 | 2,992 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $248,635 | 2,992 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $214,316 | 2,992 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||