Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$441,229
+$49,961 QoQ
Shares Held
1,944
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#986
of 1,580 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $3,393,497 across 6 REIT - Healthcare Facilities names. WELL ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
30,061 | $1,433,308 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
24,570 | $495,576 | |
| 3 | VTR |
Ventas, Inc.
|
5,476 | $486,268 | |
| 4 | WELL |
Welltower Inc.
This page
|
1,944 | $441,229 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
17,147 | $366,945 | |
| 6 | DHC |
Diversified Healthcare Trust
|
18,298 | $170,171 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,229 | 1,944 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $391,268 | 1,979 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $329,828 | 1,777 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $311,210 | 1,747 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $233,823 | 1,521 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $214,647 | 1,401 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||