Stone House Investment Management, LLC
Position in WELL — Welltower Inc.
CIK 1696497
TUNKHANNOCK, PA
Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,588
+$600 QoQ
Shares Held
7
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,559
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026Stone House Investment Management, LLC holds $19,615 across 7 REIT - Healthcare Facilities names. WELL ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPT |
Medical Properties Trust Inc
|
1,777 | $8,209 | |
| 2 | VTR |
Ventas, Inc.
|
83 | $7,370 | |
| 3 | WELL |
Welltower Inc.
This page
|
7 | $1,588 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
18 | $938 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
21 | $637 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
23 | $492 | |
| 7 | DHC |
Diversified Healthcare Trust
|
41 | $381 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,588 | 7 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $988 | 5 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $928 | 5 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $534 | 3 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||