Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,893,216
+$501,897 QoQ
Shares Held
17,153
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#492
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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $6,358,798 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
17,153 | $3,893,216 | |
| 2 | VTR |
Ventas, Inc.
|
9,610 | $853,368 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
11,472 | $462,895 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
8,620 | $411,001 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
18,310 | $391,834 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
6,644 | $346,484 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,893,216 | 17,153 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,391,319 | 17,153 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,183,768 | 17,153 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,055,635 | 17,153 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $2,216,786 | 14,420 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,589,249 | 16,900 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,016,480 | 16,000 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $2,263,570 | 17,680 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,843,140 | 17,680 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $1,652,019 | 17,680 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,594,205 | 17,680 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,109,196 | 13,540 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,095,250 | 13,540 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $970,682 | 13,540 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $887,547 | 13,540 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $585,312 | 9,100 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $749,385 | 9,100 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $874,874 | 9,100 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $780,507 | 9,100 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $749,840 | 9,100 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $756,210 | 9,100 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $941,218 | 13,140 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $853,630 | 13,210 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $501,319 | 9,100 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $470,925 | 9,100 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $416,598 | 9,100 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||