Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$192,016
+$9,135 QoQ
Shares Held
846
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,303
of 1,580 holders
Holding Since
Mar 2023
14 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, 2026Manchester Capital Management LLC holds $306,231 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
846 | $192,016 | |
| 2 | VTR |
Ventas, Inc.
|
848 | $75,302 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
590 | $28,131 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
373 | $7,982 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
67 | $1,351 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
47 | $916 | |
| 7 | NHI |
National Health Investors Inc
|
7 | $533 |
All Filings in WELL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,016 | 846 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $182,881 | 925 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $104,498 | 563 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $93,167 | 523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $87,779 | 571 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $87,482 | 571 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $57,217 | 454 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $59,918 | 468 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $48,789 | 468 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $30,741 | 329 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,762 | 75 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $15,564 | 190 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $15,611 | 193 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,054 | 210 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||