Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,575,410
+$2,400,119 QoQ
Shares Held
42,188
+16.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#354
of 1,577 holders
Holding Since
Mar 2024
10 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, 2026&PARTNERS holds $16,051,364 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
42,188 | $9,575,410 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
91,437 | $1,956,751 | |
| 3 | VTR |
Ventas, Inc.
|
21,124 | $1,875,811 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
28,322 | $1,350,392 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
17,246 | $695,876 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
6,294 | $328,232 | |
| 7 | NHI |
National Health Investors Inc
|
3,526 | $268,892 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,575,410 | 42,188 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,175,291 | 36,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,779,524 | 31,138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,238,562 | 29,407 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,407,439 | 28,670 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,503,606 | 22,868 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,678,389 | 21,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,663,365 | 12,992 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $574,938 | 5,515 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $249,578 | 2,671 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||