Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$16,854,338
+$1,821,261 QoQ
Shares Held
74,258
-2.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CHILTON CAPITAL MANAGEMENT LLC holds $155,399,977 across 8 REIT - Healthcare Facilities names. WELL ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
1,085,445 | $96,387,516 | |
| 2 | WELL |
Welltower Inc.
This page
|
74,258 | $16,854,338 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
664,850 | $13,410,024 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
222,903 | $11,624,391 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
426,708 | $9,131,551 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
406,979 | $7,940,160 | |
| 7 | 1,218 | $36,978 | |||
| 8 | OHI |
Omega Healthcare Investors Inc
|
315 | $15,019 |
All Filings in WELL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,854,338 | 74,258 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $15,033,077 | 76,036 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $14,186,543 | 76,432 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,908,002 | 83,687 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,635,236 | 88,696 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $17,070,351 | 111,418 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $18,227,340 | 144,627 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $18,488,044 | 144,404 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,353,559 | 166,461 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $18,865,255 | 201,897 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $19,230,736 | 213,272 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $22,174,023 | 270,679 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,981,334 | 284,106 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,680,131 | 302,415 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $20,152,167 | 307,432 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,477,785 | 287,279 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,609,168 | 286,693 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $27,198,871 | 282,909 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,789,245 | 289,020 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,363,860 | 283,542 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $22,906,431 | 275,649 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,037,285 | 209,930 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,298,171 | 143,890 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,117,903 | 129,205 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||