Position in WELL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$27,086
+$15,764 QoQ
Shares Held
137
+124.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
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, 2026Sound Income Strategies, LLC holds $66,072,778 across 6 REIT - Healthcare Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
628,271 | $25,350,734 | |
| 2 | NHI |
National Health Investors Inc
|
270,252 | $20,609,417 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
971,298 | $18,950,023 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
13,638 | $650,259 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
12,724 | $272,293 | |
| 6 | XRN |
Chiron Real Estate Inc.
|
6,398 | $240,052 |
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,086 | 137 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,322 | 61 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $36,696 | 206 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $28,440 | 185 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $39,528 | 258 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $32,137 | 255 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $24,453 | 191 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $18,348 | 176 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $47,560 | 509 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,779 | 175 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $14,336 | 175 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $14,155 | 175 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $12,545 | 175 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $11,471 | 175 | Shares | Sole | 2023-01-11 | |
| 2021-03-31 | $48,350 | 675 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $45,880 | 710 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $39,113 | 710 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $35,138 | 679 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $36,852 | 805 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||