Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,318,283
+$9,880,158 QoQ
Shares Held
45,461
+1951.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#337
of 1,554 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Arax Advisory Partners holds $21,364,730 across 18 REIT - Healthcare Facilities names. WELL ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
45,461 | $10,318,283 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
111,938 | $5,337,203 | |
| 3 | VTR |
Ventas, Inc.
|
25,503 | $2,264,666 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
51,937 | $1,047,569 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
38,272 | $819,020 | |
| 6 | MPT |
Medical Properties Trust Inc
|
129,386 | $597,763 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
6,671 | $347,892 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
11,685 | $227,974 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,318,283 | 45,461 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $438,125 | 2,216 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $670,052 | 3,610 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,315,107 | 12,996 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $268,412 | 1,746 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $225,677 | 1,473 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $130,945 | 1,039 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $66,319 | 518 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $53,063 | 509 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $38,403 | 411 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $38,141 | 423 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $35,389 | 432 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,760 | 405 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,514 | 328 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $21,303 | 325 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $21,740 | 338 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $27,257 | 331 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $30,572 | 318 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $31,477 | 367 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $28,675 | 348 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $28,669 | 345 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $19,773 | 306 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $16,692 | 303 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,525 | 300 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $13,550 | 296 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||