Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,079,785
+$490,954 QoQ
Shares Held
17,975
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#481
of 1,580 holders
Holding Since
Dec 2024
6 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, 2026World Investment Advisors holds $8,842,239 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
17,975 | $4,079,785 | |
| 2 | VTR |
Ventas, Inc.
|
24,434 | $2,169,739 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
21,299 | $1,015,536 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
21,036 | $848,802 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
23,174 | $467,419 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
5,004 | $260,958 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,079,785 | 17,975 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,588,831 | 18,152 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $2,190,409 | 12,296 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $337,436 | 2,195 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $367,703 | 2,400 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $281,802 | 2,236 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||