Position in WELL
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$1,581
-$1,695 QoQ
Shares Held
8
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
3 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 Mar 31, 2026Silicon Valley Capital Partners holds $28,022 across 9 REIT - Healthcare Facilities names. WELL ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
515 | $24,287 | |
| 2 | WELL |
Welltower Inc.
This page
|
8 | $1,581 | |
| 3 | VTR |
Ventas, Inc.
|
11 | $899 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
12 | $439 | |
| 5 | LTC |
Ltc Properties Inc
|
8 | $297 | |
| 6 | MPT |
Medical Properties Trust Inc
|
64 | $296 | |
| 7 | NHI |
National Health Investors Inc
|
1 | $80 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4 | $76 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,581 | 8 | Shares | Sole | 2026-05-19 | |
| 2023-09-30 | $3,276 | 40 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,235 | 40 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||