Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,010,016
+$468,093 QoQ
Shares Held
4,450
+62.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#293
of 795 holders
Holding Since
Sep 2025
4 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, 2026HUB Investment Partners, LLC holds $4,008,583 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
37,839 | $1,804,163 | |
| 2 | WELL |
Welltower Inc.
This page
|
4,450 | $1,010,016 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
15,816 | $338,462 | |
| 4 | UHT |
Universal Health Realty Income Trust
|
6,762 | $296,581 | |
| 5 | LTC |
Ltc Properties Inc
|
7,674 | $295,065 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
5,068 | $264,296 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,016 | 4,450 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $541,923 | 2,741 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $481,286 | 2,593 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $481,512 | 2,703 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||