Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,941,286
+$1,162,962 QoQ
Shares Held
43,800
-1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
7.13%
of 13F equity value
Holder Rank
#347
of 1,581 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $9,941,286 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
43,800 | $9,941,286 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,941,286 | 43,800 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $8,778,324 | 44,400 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,897,810 | 21,000 | Shares | Other | 2026-02-10 | |
| 2024-09-30 | $56,589 | 442 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $51,916 | 498 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $48,962 | 524 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $47,249 | 524 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $42,926 | 524 | Shares | Other | 2023-11-09 | |
| 2020-09-30 | $6,335 | 115 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $32,654 | 631 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||