Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$242,857
+$192,499 QoQ
Shares Held
1,070
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,187
of 1,580 holders
Holding Since
Mar 2020
2 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, 2026VERUS CAPITAL PARTNERS, LLC holds $335,395 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,070 | $242,857 | |
| 2 | MPT |
Medical Properties Trust Inc
|
20,030 | $92,538 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,857 | 1,070 | Shares | Sole | 2026-08-06 | |
| 2020-03-31 | $50,358 | 1,100 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||