Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$298,692
+$54,521 QoQ
Shares Held
1,316
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,109
of 1,580 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, 2026Stratos Investment Management, LLC holds $298,692 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,316 | $298,692 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,692 | 1,316 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $244,171 | 1,235 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $203,057 | 1,094 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $215,014 | 1,207 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||