Position in WELL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$615,315
+$86,639 QoQ
Shares Held
2,711
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#876
of 1,581 holders
Holding Since
Mar 2020
24 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, 2026Valeo Financial Advisors, LLC holds $966,146 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,711 | $615,315 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
16,394 | $350,831 |
All Filings in WELL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,315 | 2,711 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $528,676 | 2,674 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $884,431 | 4,765 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $807,864 | 4,535 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $677,180 | 4,405 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $563,353 | 3,677 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $456,102 | 3,619 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $469,614 | 3,668 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $372,589 | 3,574 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $335,916 | 3,595 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $325,423 | 3,609 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $266,567 | 3,254 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $227,220 | 2,809 | Shares | Sole | 2023-07-14 | |
| 2022-09-30 | $209,618 | 3,259 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $265,414 | 3,223 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $330,048 | 3,433 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $279,610 | 3,260 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $262,032 | 3,180 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $311,625 | 3,750 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $270,259 | 3,773 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $241,614 | 3,739 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $222,177 | 4,033 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $193,493 | 3,739 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $89,728 | 1,960 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||