Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,308,601
+$668,150 QoQ
Shares Held
23,389
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#438
of 1,581 holders
Holding Since
Sep 2023
12 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, 2026Westover Capital Advisors, LLC holds $5,308,601 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
|
23,389 | $5,308,601 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,308,601 | 23,389 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,640,451 | 23,471 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,395,801 | 23,683 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,444,949 | 24,952 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,941,483 | 25,639 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,417,044 | 28,830 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,936,294 | 31,233 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,183,124 | 32,673 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,421,380 | 32,819 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,023,438 | 32,357 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,015,194 | 33,439 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,552,791 | 31,162 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||