Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$989,589
+$92,382 QoQ
Shares Held
4,360
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#755
of 1,589 holders
Holding Since
Sep 2024
8 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, 2026Capital Square, LLC holds $6,155,951 across 4 REIT - Healthcare Facilities names. WELL ranks #3 (16.1% of the industry book) .
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,589 | 4,360 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $897,207 | 4,538 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,034,775 | 5,575 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,565,494 | 8,788 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,245,520 | 8,102 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,156,122 | 7,546 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $831,167 | 6,595 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $593,547 | 4,636 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||