Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,994,821
+$1,470,177 QoQ
Shares Held
39,630
+4.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#370
of 1,577 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $13,379,274 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
39,630 | $8,994,821 | |
| 2 | VTR |
Ventas, Inc.
|
17,937 | $1,592,805 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
50,088 | $1,071,883 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
17,507 | $834,733 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
25,425 | $512,822 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,779 | $273,532 | |
| 7 | MPT |
Medical Properties Trust Inc
|
21,359 | $98,678 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,994,821 | 39,630 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $7,524,644 | 38,059 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,238,366 | 49,773 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $8,414,621 | 47,236 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,078,344 | 46,044 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $7,256,332 | 47,362 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $5,728,441 | 45,453 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,104,769 | 32,061 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,825,383 | 27,102 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,677,434 | 17,952 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $363,024 | 4,026 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||