Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,319,209
+$1,112,766 QoQ
Shares Held
14,624
+31.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#513
of 1,580 holders
Holding Since
Mar 2020
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, 2026Caprock Group, LLC holds $4,838,112 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (68.6% of the industry book) .
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,319,209 | 14,624 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,206,443 | 11,160 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,811,063 | 15,145 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,019,116 | 16,948 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $1,562,588 | 10,199 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,181,153 | 9,372 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,091,967 | 8,529 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $640,512 | 6,144 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $492,989 | 5,276 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $500,263 | 5,548 | Shares | Sole | 2024-01-18 | |
| 2021-09-30 | $199,737 | 2,424 | Shares | Sole | 2021-10-07 | |
| 2020-06-30 | $226,251 | 4,372 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $250,325 | 5,468 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||