Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$176,128
+$22,706 QoQ
Shares Held
776
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,313
of 1,581 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $211,113 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
776 | $176,128 | |
| 2 | MPT |
Medical Properties Trust Inc
|
2,475 | $11,434 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
451 | $9,096 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
367 | $7,853 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
127 | $6,055 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
12 | $234 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
4 | $161 | |
| 8 | NHI |
National Health Investors Inc
|
2 | $152 |
All Filings in WELL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,128 | 776 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $153,422 | 776 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $143,847 | 775 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $138,058 | 775 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $119,140 | 775 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $118,737 | 775 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $97,673 | 775 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $99,223 | 775 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $70,785 | 679 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $63,445 | 679 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $61,225 | 679 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $63,488 | 775 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $62,689 | 775 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,677 | 679 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $48,703 | 743 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $47,789 | 743 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $61,186 | 743 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $71,432 | 743 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||