Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$413,085
+$54,440 QoQ
Shares Held
1,820
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#997
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026Rothschild Capital Partners, LLC holds $413,085 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
|
1,820 | $413,085 |
All Filings in WELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,085 | 1,820 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $358,645 | 1,814 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $468,479 | 2,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $449,625 | 2,524 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $388,014 | 2,524 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $386,702 | 2,524 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $318,099 | 2,524 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $232,246 | 1,814 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||