Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,522
+$6,840 QoQ
Shares Held
227
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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, 2026Truvestments Capital LLC holds $7,183,760 across 11 REIT - Healthcare Facilities names. WELL ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
98,847 | $3,988,476 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
43,039 | $2,052,099 | |
| 3 | 19,637 | $596,179 | |||
| 4 | UHT |
Universal Health Realty Income Trust
|
9,421 | $413,205 | |
| 5 | VTR |
Ventas, Inc.
|
893 | $79,298 | |
| 6 | WELL |
Welltower Inc.
This page
|
227 | $51,522 | |
| 7 | DHC |
Diversified Healthcare Trust
|
304 | $2,827 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
1 | $52 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,522 | 227 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $44,682 | 226 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $46,402 | 250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,522 | 278 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,663 | 245 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $41,519 | 271 | Shares | Sole | 2025-05-14 | |
| 2020-03-31 | $35,708 | 780 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||