Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$233,779
+$30,138 QoQ
Shares Held
1,030
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,211
of 1,581 holders
Holding Since
Mar 2026
2 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, 2026Virtue Capital Management, LLC holds $724,556 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (32.3% of the industry book) .
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,779 | 1,030 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $203,641 | 1,030 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||