Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$545,861
+$59,298 QoQ
Shares Held
2,405
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#905
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Capital Analysts, LLC holds $2,447,592 across 7 REIT - Healthcare Facilities names. WELL ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
19,318 | $1,715,438 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,405 | $545,861 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
3,253 | $155,103 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
314 | $12,669 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
607 | $11,842 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
128 | $6,675 | |
| 7 | XRN |
Chiron Real Estate Inc.
|
118 | $4 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,861 | 2,405 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $486,563 | 2,461 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $491,865 | 2,650 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $490,953 | 2,756 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $414,148 | 2,694 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $420,561 | 2,745 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $345,700 | 2,743 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $349,393 | 2,729 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $123,953 | 1,189 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $105,774 | 1,132 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $101,892 | 1,130 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $97,812 | 1,194 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $96,339 | 1,191 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $85,024 | 1,186 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $86,198 | 1,315 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $91,912 | 1,429 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $129,453 | 1,572 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $120,944 | 1,258 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $134,057 | 1,563 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $128,296 | 1,557 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $106,700 | 1,284 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $93,047 | 1,299 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $58,674 | 908 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $55,861 | 1,014 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $53,716 | 1,038 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $47,107 | 1,029 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||