Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,516,744
+$3,438,477 QoQ
Shares Held
59,553
+16.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#312
of 1,580 holders
Holding Since
Mar 2020
17 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, 2026Atria Investments, Inc holds $18,798,121 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
59,553 | $13,516,744 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
87,860 | $1,880,204 | |
| 3 | VTR |
Ventas, Inc.
|
18,994 | $1,686,667 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
36,019 | $702,730 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
6,971 | $363,537 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
17,849 | $360,014 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
6,045 | $288,225 |
All Filings in WELL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,516,744 | 59,553 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,078,267 | 50,975 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,873,709 | 53,196 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,046,483 | 50,783 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,520,164 | 48,918 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,912,680 | 38,592 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,628,199 | 36,723 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,490,268 | 35,072 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,038,366 | 29,145 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,557,546 | 27,371 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,067,327 | 22,927 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,398,374 | 17,070 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,346,171 | 16,642 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,185,824 | 16,541 | Shares | Sole | 2023-05-10 | |
| 2022-06-30 | $1,102,501 | 13,388 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,011,399 | 11,792 | Shares | Sole | 2022-02-04 | |
| 2020-03-31 | $503,671 | 11,002 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||