Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$359,520
+$92,810 QoQ
Shares Held
1,584
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,047
of 1,580 holders
Holding Since
Dec 2024
4 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, 2026Kathmere Capital Management, LLC holds $722,090 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
4,083 | $362,570 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,584 | $359,520 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,520 | 1,584 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $266,710 | 1,349 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $212,337 | 1,144 | Shares | Sole | 2026-01-13 | |
| 2024-12-31 | $256,849 | 2,038 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||