Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,213
+$2,107 QoQ
Shares Held
45
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,503
of 1,577 holders
Holding Since
Dec 2025
3 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, 2026Triumph Capital Management holds $1,339,929 across 12 REIT - Healthcare Facilities names. WELL ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
8,614 | $410,715 | |
| 2 | LTC |
Ltc Properties Inc
|
10,619 | $408,300 | |
| 3 | SILA |
Sila Realty Trust, Inc.
|
8,807 | $267,380 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
4,420 | $89,151 | |
| 5 | NHI |
National Health Investors Inc
|
875 | $66,727 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
1,049 | $54,705 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
600 | $12,840 | |
| 8 | WELL |
Welltower Inc.
This page
|
45 | $10,213 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,213 | 45 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,106 | 41 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,712 | 20 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||