Position in WELL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,991,985
+$4,579,230 QoQ
Shares Held
57,241
+34.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#315
of 1,577 holders
Holding Since
Jun 2023
13 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, 2026Empowered Funds, LLC holds $17,248,003 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
57,241 | $12,991,985 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
56,877 | $2,711,893 | |
| 3 | VTR |
Ventas, Inc.
|
10,911 | $968,894 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
13,072 | $263,662 | |
| 5 | DHC |
Diversified Healthcare Trust
|
24,601 | $228,789 | |
| 6 | MPT |
Medical Properties Trust Inc
|
17,918 | $82,780 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,991,985 | 57,241 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $8,412,755 | 42,551 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,555,066 | 40,704 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,830,142 | 43,955 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,458,335 | 35,506 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,265,974 | 14,790 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,414,812 | 11,226 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $1,292,334 | 10,094 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $979,741 | 9,398 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $688,185 | 7,365 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $492,688 | 5,464 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $349,143 | 4,262 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $281,658 | 3,482 | Shares | Other | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||