Position in WELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,460,641
+$815,462 QoQ
Shares Held
19,653
+6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#468
of 1,580 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Hilton Capital Management, LLC holds $9,240,553 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
91,657 | $4,779,912 | |
| 2 | WELL |
Welltower Inc.
This page
|
19,653 | $4,460,641 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,460,641 | 19,653 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,645,179 | 18,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,339,123 | 17,990 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||