Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,068,120
+$157,864 QoQ
Shares Held
4,706
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#732
of 1,580 holders
Holding Since
Dec 2021
18 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, 2026SJS Investment Consulting Inc. holds $1,380,777 across 14 REIT - Healthcare Facilities names. WELL ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,706 | $1,068,120 | |
| 2 | NHI |
National Health Investors Inc
|
2,144 | $163,501 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
977 | $46,583 | |
| 4 | VTR |
Ventas, Inc.
|
284 | $25,218 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,213 | $24,466 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
1,180 | $23,020 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
676 | $14,466 | |
| 8 | MPT |
Medical Properties Trust Inc
|
2,029 | $9,373 |
All Filings in WELL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,120 | 4,706 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $910,256 | 4,604 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $941,413 | 5,072 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $900,141 | 5,053 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $155,113 | 1,009 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $143,404 | 936 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $131,827 | 1,046 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $133,919 | 1,046 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $135,420 | 1,299 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $126,704 | 1,356 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $105,769 | 1,173 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $96,092 | 1,173 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $94,883 | 1,173 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $84,092 | 1,173 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $76,890 | 1,173 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $75,447 | 1,173 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $114,695 | 1,193 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $100,608 | 1,173 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||