Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,263
+$937 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,527
of 1,586 holders
Holding Since
Sep 2024
8 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, 2026DT Investment Partners, LLC holds $13,340 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
32 | $7,263 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
284 | $6,077 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,263 | 32 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,326 | 32 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,939 | 32 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,700 | 32 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,919 | 32 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,902 | 32 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,032 | 32 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,096 | 32 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||