Position in WELL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$205,816
-$270,708 QoQ
Shares Held
1,041
-61.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
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 Mar 31, 2026Intrua Financial, LLC holds $3,927,692 across 7 REIT - Healthcare Facilities names. WELL ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
66,702 | $1,095,913 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
23,777 | $1,041,908 | |
| 3 | LTC |
Ltc Properties Inc
|
17,454 | $648,590 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
22,555 | $433,732 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
9,436 | $312,142 | |
| 6 | WELL |
Welltower Inc.
This page
|
1,041 | $205,816 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
11,159 | $189,591 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,816 | 1,041 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $476,524 | 2,675 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $267,811 | 1,748 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $201,143 | 1,596 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $214,834 | 1,678 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $537,096 | 5,152 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $363,164 | 5,070 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||