Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,057,058
+$282,001 QoQ
Shares Held
13,469
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#532
of 1,581 holders
Holding Since
Dec 2023
11 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, 2026Verde Capital Management holds $3,057,058 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
13,469 | $3,057,058 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,057,058 | 13,469 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,775,057 | 14,036 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,922,986 | 15,748 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,954,273 | 16,584 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,535,776 | 16,495 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,462,084 | 16,070 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,001,734 | 15,883 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,945,927 | 15,199 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,546,236 | 14,832 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,124,550 | 12,035 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $446,070 | 4,947 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||