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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in WELL — Welltower Inc.

CIK 1631073 WASHINGTON, DC
Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$46,982
+$15,151 QoQ
Shares Held
207
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,413
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $62,599 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (75.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
This page 		207 $46,982
2 VTR
Ventas, Inc.
 116 $10,300
3 OHI
Omega Healthcare Investors Inc
 59 $2,813
4 DOC
Healthpeak Properties, Inc.
 47 $1,005
5 DHC
Diversified Healthcare Trust
 94 $874
6 HR
Healthcare Realty Trust Inc
 31 $625

All Filings in WELL

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $46,982 207
2026-03-31 $31,831 161
2025-12-31 $19,674 106
2025-09-30 $16,210 91
2025-06-30 $11,222 73
2025-03-31 $11,184 73
2024-12-31 $9,200 73
2024-09-30 $9,346 73
2024-06-30 $7,610 73
2024-03-31 $6,821 73
2023-12-31 $6,582 73
2023-09-30 $5,980 73
2023-06-30 $5,904 73
2023-03-31 $5,233 73
2022-12-31 $4,785 73
2022-09-30 $4,695 73
2022-06-30 $6,011 73
2022-03-31 $7,018 73
2021-12-31 $6,261 73
2021-09-30 $6,015 73
2021-06-30 $6,066 73
2021-03-31 $5,228 73
2020-12-31 $4,135 64
2020-09-30 $3,525 64
2020-06-30 $2,691 52
2020-03-31 $2,151 47

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