Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$255,568
+$8,431 QoQ
Shares Held
1,126
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,165
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Clark Capital Management Group, Inc. holds $5,454,186 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
58,543 | $5,198,618 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,126 | $255,568 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,568 | 1,126 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $247,137 | 1,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $210,667 | 1,135 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||