Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$308,679
+$40,189 QoQ
Shares Held
1,360
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,099
of 1,581 holders
Holding Since
Mar 2020
24 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, 2026Aspire Private Capital, LLC holds $308,679 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,360 | $308,679 |
All Filings in WELL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,679 | 1,360 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $268,490 | 1,358 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $251,687 | 1,356 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $240,845 | 1,352 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $207,842 | 1,352 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $206,833 | 1,350 | Shares | Other | 2025-04-22 | |
| 2024-09-30 | $176,553 | 1,379 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $143,448 | 1,376 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $128,293 | 1,373 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $123,532 | 1,370 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $111,984 | 1,367 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $110,333 | 1,364 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $87,533 | 1,221 | Shares | Other | 2023-05-30 | |
| 2022-12-31 | $79,905 | 1,219 | Shares | Other | 2023-05-30 | |
| 2022-09-30 | $18,717 | 291 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $23,799 | 289 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $27,592 | 287 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $24,444 | 285 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $23,319 | 283 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $23,351 | 281 | Principal | Other | 2021-08-09 | |
| 2021-03-31 | $19,913 | 278 | Shares | Other | 2021-05-26 | |
| 2020-12-31 | $6,138 | 95 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $5,233 | 95 | Shares | Other | 2020-11-13 | |
| 2020-03-31 | $232,516 | 5,079 | Principal | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||