Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$315,742
+$102,848 QoQ
Shares Held
1,597
+39.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
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 Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $315,742 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,597 | $315,742 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,742 | 1,597 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $212,894 | 1,147 | Shares | Sole | 2026-01-15 | |
| 2024-09-30 | $62,606 | 489 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||