Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,235,803
+$520,386 QoQ
Shares Held
31,880
-6.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#394
of 1,580 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $9,879,749 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
31,880 | $7,235,803 | |
| 2 | VTR |
Ventas, Inc.
|
11,943 | $1,060,538 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
14,865 | $775,209 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
8,010 | $381,916 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
16,047 | $343,405 | |
| 6 | MPT |
Medical Properties Trust Inc
|
17,939 | $82,878 |
All Filings in WELL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,235,803 | 31,880 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,715,417 | 33,966 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,644,838 | 35,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,323,691 | 41,112 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,792,419 | 50,689 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,603,505 | 49,628 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,739,844 | 13,805 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,490,653 | 11,643 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,246,412 | 11,956 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,093,808 | 11,706 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $950,842 | 10,545 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $869,252 | 10,611 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $852,984 | 10,545 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $622,555 | 8,684 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $580,379 | 8,854 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $576,500 | 8,963 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $738,103 | 8,963 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $864,009 | 8,987 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $770,814 | 8,987 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $738,551 | 8,963 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $744,825 | 8,963 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||