Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,840,782
+$1,794,537 QoQ
Shares Held
39,658
+21.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $17,893,254 across 10 REIT - Healthcare Facilities names. WELL ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
39,658 | $7,840,782 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
158,167 | $2,598,683 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
53,706 | $2,532,774 | |
| 4 | VTR |
Ventas, Inc.
|
16,168 | $1,322,218 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
63,839 | $1,227,623 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
55,188 | $876,937 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
33,611 | $571,050 | |
| 8 | MPT |
Medical Properties Trust Inc
|
112,618 | $521,420 |
All Filings in WELL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,840,782 | 39,658 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,046,245 | 32,575 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,021,588 | 28,189 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,696,284 | 24,044 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,250,656 | 21,217 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $2,232,369 | 17,713 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $2,084,328 | 16,280 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,611,600 | 15,459 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,243,873 | 13,312 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,244,165 | 13,798 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,059,799 | 12,937 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $903,783 | 11,173 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $783,213 | 10,925 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $388,973 | 5,934 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $328,289 | 5,104 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $387,045 | 4,700 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $477,046 | 4,962 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $408,779 | 4,766 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $596,576 | 7,240 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $601,644 | 7,240 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $550,977 | 7,692 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $526,164 | 9,551 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||