Position in WELL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$972,930
+$29,660 QoQ
Shares Held
4,921
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Geneos Wealth Management Inc. holds $4,508,706 across 10 REIT - Healthcare Facilities names. WELL ranks #3 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
24,986 | $1,178,339 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
41,517 | $983,122 | |
| 3 | WELL |
Welltower Inc.
This page
|
4,921 | $972,930 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
14,812 | $649,061 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
25,646 | $435,725 | |
| 6 | VTR |
Ventas, Inc.
|
1,913 | $156,445 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
4,594 | $75,479 | |
| 8 | LTC |
Ltc Properties Inc
|
850 | $31,586 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $972,930 | 4,921 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $943,270 | 5,082 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $965,340 | 5,419 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,087,486 | 7,074 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,075,840 | 7,022 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $820,203 | 6,508 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $874,060 | 6,827 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $725,058 | 6,955 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $56,064 | 600 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $54,011 | 599 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $71,106 | 868 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $47,320 | 585 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $52,548 | 733 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $61,092 | 932 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $59,881 | 931 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $93,467 | 1,135 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $125,558 | 1,306 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $533,918 | 6,225 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $549,772 | 6,672 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $573,639 | 6,903 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $744,092 | 10,388 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $829,074 | 12,830 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $443,143 | 8,044 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $416,070 | 8,040 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $392,883 | 8,582 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||