Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,778,428
+$744,534 QoQ
Shares Held
25,459
-0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#422
of 1,581 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $10,543,458 across 12 REIT - Healthcare Facilities names. WELL ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
25,459 | $5,778,428 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
70,956 | $3,383,182 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
18,067 | $942,194 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
5,276 | $160,179 | |
| 5 | VTR |
Ventas, Inc.
|
1,505 | $133,644 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,418 | $57,216 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
2,023 | $39,468 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,205 | $24,304 |
All Filings in WELL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,778,428 | 25,459 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,033,894 | 25,461 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,073,277 | 27,333 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $745,693 | 4,186 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $24,596 | 160 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $72,621 | 474 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $60,620 | 481 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $59,533 | 465 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $48,267 | 463 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $158,567 | 1,697 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $150,583 | 1,670 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $149,667 | 1,827 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $145,763 | 1,802 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $137,859 | 1,923 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $61,158 | 933 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $59,946 | 932 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $236,509 | 2,872 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $464,260 | 4,829 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $478,339 | 5,577 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $439,027 | 5,328 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $400,458 | 4,819 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $546,536 | 7,630 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||