Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,459
+$8,903 QoQ
Shares Held
284
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,392
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Kemnay Advisory Services Inc. holds $251,987 across 9 REIT - Healthcare Facilities names. WELL ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
1,629 | $65,730 | |
| 2 | WELL |
Welltower Inc.
This page
|
284 | $64,459 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
1,827 | $35,644 | |
| 4 | NHI |
National Health Investors Inc
|
355 | $27,072 | |
| 5 | VTR |
Ventas, Inc.
|
202 | $17,937 | |
| 6 | LTC |
Ltc Properties Inc
|
395 | $15,187 | |
| 7 | DHC |
Diversified Healthcare Trust
|
1,478 | $13,745 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
290 | $6,206 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,459 | 284 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $55,556 | 281 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $50,857 | 274 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||