Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,403,350
+$50,228 QoQ
Shares Held
6,183
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#655
of 1,554 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,806,674 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
6,183 | $1,403,350 | |
| 2 | VTR |
Ventas, Inc.
|
5,017 | $445,505 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
5,305 | $252,939 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
6,861 | $146,820 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
6,357 | $128,217 | |
| 6 | MPT |
Medical Properties Trust Inc
|
23,475 | $108,452 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,962 | $77,294 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
1,440 | $58,100 |
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,403,350 | 6,183 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,353,122 | 6,844 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,124,605 | 6,059 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $898,178 | 5,042 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $716,380 | 4,660 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $562,277 | 3,670 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $472,988 | 3,753 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $277,822 | 2,170 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $190,045 | 1,823 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $174,264 | 1,865 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $132,638 | 1,471 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $112,966 | 1,379 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $124,569 | 1,540 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $102,444 | 1,429 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $86,525 | 1,320 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,324 | 316 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $15,316 | 186 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $17,977 | 187 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $12,350 | 144 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||