Position in WELL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$36,263,968
+$540,354 QoQ
Shares Held
183,420
-4.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Sanctuary Advisors, LLC holds $46,248,336 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
183,420 | $36,263,968 | |
| 2 | VTR |
Ventas, Inc.
|
47,318 | $3,869,666 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
141,835 | $2,330,349 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
44,386 | $1,944,994 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
37,620 | $639,163 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
14,854 | $544,399 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
7,484 | $352,945 | |
| 8 | XRN |
Chiron Real Estate Inc.
|
6,358 | $210,322 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,263,968 | 183,420 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $35,723,614 | 192,466 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $34,191,657 | 191,937 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $28,490,627 | 185,329 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $25,837,334 | 168,640 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $20,058,934 | 159,160 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,663,615 | 153,586 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $8,794,321 | 84,358 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||