Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$376,089
+$49,077 QoQ
Shares Held
1,657
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,026
of 1,575 holders
Holding Since
Dec 2025
3 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, 2026Delta Investment Management, LLC holds $600,454 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,657 | $376,089 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
11,500 | $224,365 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,089 | 1,657 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $327,012 | 1,654 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $288,623 | 1,555 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||