Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$179,987
+$22,808 QoQ
Shares Held
793
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,310
of 1,580 holders
Holding Since
Mar 2020
25 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, 2026CVA Family Office, LLC holds $282,245 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
793 | $179,987 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
2,565 | $54,891 | |
| 3 | VTR |
Ventas, Inc.
|
434 | $38,539 | |
| 4 | NHI |
National Health Investors Inc
|
49 | $3,736 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
153 | $3,086 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
36 | $1,452 | |
| 7 | MPT |
Medical Properties Trust Inc
|
120 | $554 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,987 | 793 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $157,179 | 795 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $147,188 | 793 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $138,236 | 776 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $114,221 | 743 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $112,302 | 733 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $82,297 | 653 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $74,001 | 578 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $58,901 | 565 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $52,326 | 560 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $50,044 | 555 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $24,671 | 305 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $22,223 | 310 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $10,815 | 165 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $34,411 | 535 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $67,938 | 825 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $79,315 | 825 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $71,875 | 838 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $80,916 | 982 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $70,468 | 848 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $26,359 | 368 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $61,259 | 948 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $54,098 | 982 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $50,818 | 982 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $40,973 | 895 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||