Position in WELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$315,942
+$49,627 QoQ
Shares Held
1,392
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,091
of 1,581 holders
Holding Since
Jun 2025
5 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, 2026Revolve Wealth Partners, LLC holds $777,198 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
9,674 | $461,256 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,392 | $315,942 |
All Filings in WELL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,942 | 1,392 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $266,315 | 1,347 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $265,422 | 1,430 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $254,027 | 1,426 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $205,844 | 1,339 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||