Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$522,484
+$29,198 QoQ
Shares Held
2,302
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#922
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026Caerus Investment Advisors, LLC holds $1,344,267 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (38.9% of the industry book) .
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,484 | 2,302 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $493,286 | 2,495 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $762,485 | 4,108 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $821,403 | 4,611 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||