Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$212,442
+$21,851 QoQ
Shares Held
936
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,265
of 1,577 holders
Holding Since
Mar 2020
26 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, 2026MOTCO holds $605,192 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
936 | $212,442 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
8,648 | $185,067 | |
| 3 | VTR |
Ventas, Inc.
|
1,861 | $165,256 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
2,000 | $40,340 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
65 | $1,268 | |
| 6 | NHI |
National Health Investors Inc
|
7 | $533 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
6 | $286 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,442 | 936 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $190,591 | 964 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $318,135 | 1,714 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $305,331 | 1,714 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $251,962 | 1,639 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $305,806 | 1,996 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $247,144 | 1,961 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $251,066 | 1,961 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $232,790 | 2,233 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $178,750 | 1,913 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $176,102 | 1,953 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $159,989 | 1,953 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $158,139 | 1,955 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $139,938 | 1,952 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $122,512 | 1,869 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $101,175 | 1,573 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $129,536 | 1,573 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $160,361 | 1,668 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $154,986 | 1,807 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $148,979 | 1,808 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $150,244 | 1,808 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $125,997 | 1,759 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $141,711 | 2,193 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $120,812 | 2,193 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $131,703 | 2,545 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $78,741 | 1,720 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||