Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$724,034
-$78,470 QoQ
Shares Held
3,190
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#825
of 1,581 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Jackson Creek Investment Advisors LLC holds $2,366,036 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
40,694 | $1,642,002 | |
| 2 | WELL |
Welltower Inc.
This page
|
3,190 | $724,034 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,034 | 3,190 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $802,504 | 4,059 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $802,577 | 4,324 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $782,747 | 4,394 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $803,239 | 5,225 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $967,980 | 6,318 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $840,494 | 6,669 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $884,431 | 6,908 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $735,483 | 7,055 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||