Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,556,363
+$378,192 QoQ
Shares Held
11,263
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#555
of 1,581 holders
Holding Since
Jun 2024
9 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $3,801,960 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
11,263 | $2,556,363 | |
| 2 | VTR |
Ventas, Inc.
|
14,027 | $1,245,597 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,556,363 | 11,263 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,178,171 | 11,017 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $999,881 | 5,387 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,000,434 | 5,616 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $861,656 | 5,605 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $360,809 | 2,355 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $282,055 | 2,238 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $273,984 | 2,140 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $223,407 | 2,143 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||