Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$34,045
+$4,784 QoQ
Shares Held
150
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,441
of 1,580 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, 2026Avion Wealth holds $185,527 across 7 REIT - Healthcare Facilities names. WELL ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
1,232 | $109,401 | |
| 2 | WELL |
Welltower Inc.
This page
|
150 | $34,045 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
726 | $15,536 | |
| 4 | CHCT |
Community Healthcare Trust Inc
|
770 | $14,075 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
508 | $9,911 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
41 | $1,954 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15 | $605 |
All Filings in WELL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,045 | 150 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $29,261 | 148 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $24,871 | 134 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,048 | 135 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $20,446 | 133 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $11 | 88 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,090 | 88 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $10,754 | 84 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,506 | 72 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6 | 56 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,065 | 34 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $574 | 29 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,374 | 17 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $215 | 3 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $196 | 3 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $192 | 3 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $247 | 3 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $288 | 3 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $257 | 3 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $247 | 3 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $249 | 3 | Shares | Sole | 2021-07-27 | |
| 2020-09-30 | $8,263 | 150 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $7,762 | 150 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $6,867 | 150 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||