Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$233,779
+$31,918 QoQ
Shares Held
1,030
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,207
of 1,577 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026North Star Investment Management Corp. holds $1,380,694 across 10 REIT - Healthcare Facilities names. WELL ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
3,867 | $343,389 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
5,936 | $283,028 | |
| 3 | WELL |
Welltower Inc.
This page
|
1,030 | $233,779 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
8,600 | $167,786 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
7,586 | $162,340 | |
| 6 | NHI |
National Health Investors Inc
|
1,150 | $87,699 | |
| 7 | LTC |
Ltc Properties Inc
|
1,250 | $48,062 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
916 | $47,769 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,779 | 1,030 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $201,861 | 1,021 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $178,371 | 961 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $170,301 | 956 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $145,889 | 949 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $145,089 | 947 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $119,098 | 945 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $64,015 | 500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $52,125 | 500 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $79,330 | 849 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $46,527 | 516 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $42,270 | 516 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $41,739 | 516 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $36,992 | 516 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $33,823 | 516 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $32,160 | 500 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $41,175 | 500 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $48,070 | 500 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $71,446 | 833 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $41,200 | 500 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $41,550 | 500 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $35,815 | 500 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $32,310 | 500 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $27,545 | 500 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $25,875 | 500 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $22,890 | 500 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||