Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$441,229
+$75,269 QoQ
Shares Held
1,944
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#985
of 1,580 holders
Holding Since
Mar 2025
6 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, 2026Optas, LLC holds $966,592 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (45.6% of the industry book) .
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,229 | 1,944 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $365,960 | 1,851 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $319,433 | 1,721 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $309,249 | 1,736 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $251,962 | 1,639 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $506,510 | 3,306 | Shares | Other | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||