Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,728,149
+$312,348 QoQ
Shares Held
7,614
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#626
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, 2026Parallel Advisors, LLC holds $4,242,523 across 16 REIT - Healthcare Facilities names. WELL ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
7,614 | $1,728,149 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
13,131 | $626,086 | |
| 3 | VTR |
Ventas, Inc.
|
5,244 | $465,667 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
17,806 | $347,395 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
14,736 | $315,350 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
10,429 | $210,352 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
5,178 | $208,932 | |
| 8 | MPT |
Medical Properties Trust Inc
|
41,140 | $190,066 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,728,149 | 7,614 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,415,801 | 7,161 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,319,872 | 7,111 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,157,197 | 6,496 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $925,608 | 6,021 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $833,615 | 5,441 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $577,469 | 4,582 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $494,323 | 3,861 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $314,835 | 3,020 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $276,488 | 2,959 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $230,745 | 2,559 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $177,684 | 2,169 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $167,037 | 2,065 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $122,446 | 1,708 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $103,044 | 1,572 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $124,266 | 1,932 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $163,135 | 1,981 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $198,336 | 2,063 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $167,423 | 1,952 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $168,013 | 2,039 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $135,369 | 1,629 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $88,821 | 1,240 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $73,666 | 1,140 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $74,371 | 1,350 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $70,224 | 1,357 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $67,800 | 1,481 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||