Position in WELL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$137,543
+$17,731 QoQ
Shares Held
606
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,331
of 1,580 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Orion Capital Management LLC holds $137,543 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
606 | $137,543 |
All Filings in WELL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,543 | 606 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $119,812 | 606 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $109,138 | 588 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $119,710 | 672 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $209,380 | 1,362 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $197,640 | 1,290 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $267,183 | 2,120 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $284,226 | 2,220 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $231,435 | 2,220 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $282,188 | 3,020 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $335,432 | 3,720 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $321,126 | 3,920 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $366,431 | 4,530 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $324,755 | 4,530 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $300,874 | 4,590 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $340,252 | 5,290 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $435,631 | 5,290 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $508,580 | 5,290 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $453,723 | 5,290 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $435,896 | 5,290 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $439,599 | 5,290 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $378,922 | 5,290 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $341,839 | 5,290 | Shares | Sole | 2021-02-23 | |
| No filing history on record for this holder in this stock. | ||||||