Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,155,988
+$310,366 QoQ
Shares Held
9,499
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#585
of 1,581 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DENALI ADVISORS LLC holds $3,600,072 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
9,499 | $2,155,988 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
30,287 | $1,444,084 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,155,988 | 9,499 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,845,622 | 9,335 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,738,423 | 9,366 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,641,560 | 9,215 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,213,097 | 14,396 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,231,810 | 14,567 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,785,467 | 14,167 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,427,278 | 11,148 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||