Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$410,815
+$157,154 QoQ
Shares Held
1,810
+41.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#998
of 1,581 holders
Holding Since
Mar 2026
2 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, 2026Trivium Point Advisory, LLC holds $1,380,805 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
18,600 | $969,990 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,810 | $410,815 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,815 | 1,810 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $253,661 | 1,283 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||