Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,243,432
+$1,289,145 QoQ
Shares Held
16,405
+55.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $21,610,112 across 8 REIT - Healthcare Facilities names. WELL ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
249,016 | $9,126,436 | |
| 2 | NHI |
National Health Investors Inc
|
83,927 | $6,786,337 | |
| 3 | WELL |
Welltower Inc.
This page
|
16,405 | $3,243,432 | |
| 4 | VTR |
Ventas, Inc.
|
12,273 | $1,003,685 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
14,087 | $664,342 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
9,304 | $407,701 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
19,350 | $317,920 | |
| 8 | MPT |
Medical Properties Trust Inc
|
13,015 | $60,259 |
All Filings in WELL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,243,432 | 16,405 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,954,287 | 10,529 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,520,781 | 8,537 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,534,994 | 9,985 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,588,174 | 10,366 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,885,660 | 14,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,343,077 | 18,301 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,922,682 | 18,443 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,629,032 | 17,434 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,999,068 | 22,170 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,783,234 | 21,768 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,736,546 | 21,468 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,672,240 | 23,326 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,442,100 | 22,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,012,461 | 15,741 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,592,237 | 19,335 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,947,411 | 20,256 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,106,690 | 12,903 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $989,294 | 12,006 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $253,953 | 3,056 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||