Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$106,221
+$12,309 QoQ
Shares Held
468
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,350
of 1,586 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Catalyst Capital Advisors LLC holds $106,221 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
|
468 | $106,221 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,221 | 468 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $93,912 | 475 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $93,733 | 505 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $154,803 | 869 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $209,072 | 1,360 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $80,741 | 527 | Shares | Other | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||