Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$707,465
-$408,805 QoQ
Shares Held
3,117
-44.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#834
of 1,580 holders
Holding Since
Mar 2024
10 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, 2026Continuum Advisory, LLC holds $1,094,356 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,117 | $707,465 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
6,697 | $143,315 | |
| 3 | SILA |
Sila Realty Trust, Inc.
|
3,447 | $104,650 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,348 | $64,272 | |
| 5 | MPT |
Medical Properties Trust Inc
|
6,674 | $30,833 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
1,287 | $25,958 | |
| 7 | VTR |
Ventas, Inc.
|
122 | $10,833 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
98 | $3,954 |
All Filings in WELL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,465 | 3,117 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,116,270 | 5,646 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,129,251 | 6,084 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,056,726 | 5,932 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $812,924 | 5,288 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $335,836 | 2,192 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $221,434 | 1,757 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $224,948 | 1,757 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $153,456 | 1,472 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $137,450 | 1,471 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||