Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,852,074
+$223,537 QoQ
Shares Held
8,160
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#611
of 1,580 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 4%
Shared 95%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $4,379,076 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
8,160 | $1,852,074 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
34,318 | $1,384,731 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
10,594 | $505,121 | |
| 4 | VTR |
Ventas, Inc.
|
3,315 | $294,371 | |
| 5 | CHCT |
Community Healthcare Trust Inc
|
10,582 | $193,438 | |
| 6 | MPT |
Medical Properties Trust Inc
|
32,325 | $149,341 |
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,852,074 | 8,160 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,628,537 | 8,237 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,210,176 | 6,520 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $784,884 | 4,406 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $587,709 | 3,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $551,708 | 3,601 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $436,188 | 3,461 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $416,864 | 3,256 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $337,560 | 3,238 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $246,681 | 2,640 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $236,245 | 2,620 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $221,757 | 2,707 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $201,254 | 2,488 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $237,221 | 3,309 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||