Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,735,889
+$9,256,108 QoQ
Shares Held
78,142
+82.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#285
of 1,580 holders
Holding Since
Sep 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, 2026Vise Technologies, Inc. holds $20,971,965 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
78,142 | $17,735,889 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
23,168 | $934,828 | |
| 3 | DHC |
Diversified Healthcare Trust
|
81,024 | $753,523 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
14,431 | $752,576 | |
| 5 | VTR |
Ventas, Inc.
|
6,194 | $550,027 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
5,141 | $245,122 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,735,889 | 78,142 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,479,781 | 42,890 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,960,812 | 42,890 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,001,892 | 33,692 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,098,609 | 33,166 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $1,341,337 | 10,643 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $354,130 | 2,766 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||