Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,372,020
+$17,280,438 QoQ
Shares Held
138,221
+93.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#220
of 1,577 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Inspire Investing, LLC holds $48,890,456 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
138,221 | $31,372,020 | |
| 2 | VTR |
Ventas, Inc.
|
78,449 | $6,966,271 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
106,461 | $5,076,060 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
28,039 | $1,131,373 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
52,685 | $1,127,459 | |
| 6 | MPT |
Medical Properties Trust Inc
|
146,390 | $676,321 | |
| 7 | NHI |
National Health Investors Inc
|
8,846 | $674,595 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
34,491 | $672,919 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,372,020 | 138,221 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,091,582 | 71,274 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,855,162 | 69,259 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,873,843 | 61,041 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $10,568,630 | 68,748 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,048,889 | 59,062 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $7,065,997 | 56,066 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,211,161 | 56,324 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $264,690 | 2,539 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $443,372 | 4,745 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $441,562 | 4,897 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $363,151 | 4,433 | Shares | Sole | 2023-10-26 | |
| 2020-03-31 | $9,339 | 204 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||