Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,476,212
-$406,580 QoQ
Shares Held
6,504
-31.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#656
of 1,589 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026IEQ CAPITAL, LLC holds $30,734,169 across 8 REIT - Healthcare Facilities names. WELL ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
156,680 | $13,913,183 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
337,718 | $6,811,772 | |
| 3 | MPT |
Medical Properties Trust Inc
|
783,911 | $3,621,668 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
32,924 | $1,569,816 | |
| 5 | WELL |
Welltower Inc.
This page
|
6,504 | $1,476,212 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
31,448 | $1,379,309 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
56,814 | $1,215,819 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
40,831 | $746,390 |
All Filings in WELL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,476,212 | 6,504 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,882,792 | 9,523 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $201,943 | 1,088 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $8,506,006 | 47,749 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,128,405 | 20,350 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,928,457 | 25,641 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,947,715 | 23,389 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,891,557 | 22,585 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,142,650 | 20,553 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,709,204 | 18,292 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,561,383 | 17,316 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,254,195 | 15,310 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,195,635 | 14,781 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $954,910 | 13,320 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $869,586 | 13,266 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $326,488 | 5,076 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $359,046 | 4,360 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $448,493 | 4,665 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $383,649 | 4,473 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $390,493 | 4,739 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $205,423 | 2,472 | Shares | Other | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||