Global Retirement Partners, LLC
PensionPosition in WELL — Welltower Inc.
CIK 1749744
San Rafael, CA
Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,284,936
+$981,145 QoQ
Shares Held
14,473
+16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#514
of 1,580 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $6,792,702 across 14 REIT - Healthcare Facilities names. WELL ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
14,473 | $3,284,936 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
80,578 | $1,724,369 | |
| 3 | VTR |
Ventas, Inc.
|
6,404 | $568,675 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
10,584 | $504,645 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,560 | $133,504 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,273 | $132,065 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
6,575 | $128,278 | |
| 8 | 3,238 | $98,305 |
All Filings in WELL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,284,936 | 14,473 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2,303,791 | 12,412 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $821,937 | 4,614 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $688,556 | 4,479 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $543,819 | 4,315 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $574,982 | 4,491 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $807,416 | 7,745 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $697,716 | 7,467 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $707,473 | 7,846 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $662,159 | 8,083 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $639,435 | 7,905 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $559,683 | 7,807 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $344,727 | 5,259 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $329,640 | 5,125 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $435,878 | 5,293 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $508,676 | 5,291 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $85,119 | 1,033 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $112,434 | 1,353 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $372,476 | 5,200 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $324,198 | 5,017 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $277,323 | 5,034 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $249,124 | 4,814 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $192,230 | 4,199 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||