Position in WELL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,184,556
+$465,485 QoQ
Shares Held
5,219
+43.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#701
of 1,581 holders
Holding Since
Mar 2020
21 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, 2026CX Institutional holds $2,359,260 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,219 | $1,184,556 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
19,813 | $399,628 | |
| 3 | VTR |
Ventas, Inc.
|
3,692 | $327,849 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
11,003 | $235,464 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
3,556 | $185,445 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
282 | $13,445 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
351 | $10,656 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
62 | $1,209 |
All Filings in WELL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,556 | 5,219 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $719,071 | 3,637 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $649,449 | 3,499 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $582,161 | 3,268 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $506,694 | 3,296 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $510,802 | 3,334 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $369,141 | 2,929 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $369,110 | 2,883 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $295,965 | 2,839 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $269,294 | 2,882 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $258,787 | 2,870 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $237,731 | 2,902 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $236,522 | 2,924 | Shares | Sole | 2023-07-26 | |
| 2022-06-30 | $70,079 | 851 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $74,572 | 905 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $67,643 | 814 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $43,479 | 607 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $31,663 | 490 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $12,174 | 221 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $6,624 | 128 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,638 | 145 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||