Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,156,412
+$734,895 QoQ
Shares Held
5,095
+139.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#710
of 1,580 holders
Holding Since
Sep 2024
8 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, 2026Howard Capital Management Inc. holds $1,433,734 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,095 | $1,156,412 | |
| 2 | VTR |
Ventas, Inc.
|
3,123 | $277,322 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,412 | 5,095 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $421,517 | 2,132 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $792,369 | 4,269 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $756,560 | 4,247 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $632,445 | 4,114 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $457,178 | 2,984 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $424,469 | 3,368 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $409,311 | 3,197 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||