Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,702,501
-$30,229 QoQ
Shares Held
7,501
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#630
of 1,580 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026ARBOR CAPITAL MANAGEMENT INC /ADV holds $3,235,544 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
7,501 | $1,702,501 | |
| 2 | VTR |
Ventas, Inc.
|
17,264 | $1,533,043 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,702,501 | 7,501 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,732,730 | 8,764 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,749,003 | 9,423 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,685,382 | 9,461 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,548,676 | 10,074 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,783,057 | 11,638 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,444,807 | 11,464 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,655,683 | 12,932 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,568,649 | 15,047 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,421,409 | 15,212 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||