Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$379,720
+$58,442 QoQ
Shares Held
1,673
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,028
of 1,586 holders
Holding Since
Dec 2024
7 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, 2026NATURAL INVESTMENTS, LLC holds $646,386 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,673 | $379,720 | |
| 2 | VTR |
Ventas, Inc.
|
3,003 | $266,666 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,720 | 1,673 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $321,278 | 1,625 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $305,514 | 1,646 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $251,177 | 1,410 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $206,459 | 1,343 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $271,641 | 1,773 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $206,815 | 1,641 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||