Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,310,900
+$1,362,812 QoQ
Shares Held
27,805
+11.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Horizon Investments, LLC holds $17,680,266 across 9 REIT - Healthcare Facilities names. WELL ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
174,294 | $8,310,337 | |
| 2 | WELL |
Welltower Inc.
This page
|
27,805 | $6,310,900 | |
| 3 | UHT |
Universal Health Realty Income Trust
|
19,035 | $834,875 | |
| 4 | LTC |
Ltc Properties Inc
|
20,907 | $803,874 | |
| 5 | VTR |
Ventas, Inc.
|
7,790 | $691,752 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
11,803 | $252,584 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
5,192 | $209,497 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
3,272 | $170,634 |
All Filings in WELL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,310,900 | 27,805 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,948,088 | 25,027 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,425,313 | 23,842 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,259,817 | 46,367 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,652,190 | 36,767 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,351,005 | 8,818 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,005,467 | 7,978 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,009,260 | 7,883 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $902,596 | 8,658 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $748,921 | 8,015 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $697,104 | 7,731 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $587,530 | 7,172 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $530,395 | 6,557 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $460,608 | 6,425 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $504,407 | 7,695 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $290,211 | 4,512 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $325,282 | 3,950 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $366,197 | 3,809 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $268,803 | 3,134 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $236,323 | 2,868 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $228,774 | 2,753 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $232,534 | 4,221 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $413,172 | 7,984 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $212,877 | 4,650 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||