Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,424,947
+$1,482,795 QoQ
Shares Held
138,713
-0.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $65,796,522 across 12 REIT - Healthcare Facilities names. WELL ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
138,713 | $27,424,947 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
1,153,926 | $18,959,004 | |
| 3 | CHCT |
Community Healthcare Trust Inc
|
537,868 | $8,546,722 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
103,379 | $4,530,067 | |
| 5 | VTR |
Ventas, Inc.
|
30,735 | $2,513,508 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
39,341 | $931,594 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
43,456 | $738,317 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
25,963 | $499,268 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,424,947 | 138,713 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,942,152 | 139,767 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,591,257 | 42,614 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,011,611 | 39,105 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,980,245 | 39,033 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $4,808,674 | 38,155 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $2,701,048 | 21,097 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,767,975 | 16,959 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,378,520 | 14,753 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,308,276 | 14,509 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||