Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$404,232
+$52,111 QoQ
Shares Held
1,781
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,004
of 1,580 holders
Holding Since
Jun 2024
9 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, 2026Cromwell Holdings LLC holds $558,079 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,781 | $404,232 | |
| 2 | VTR |
Ventas, Inc.
|
1,391 | $123,520 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,184 | $25,336 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
60 | $2,860 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
86 | $1,734 | |
| 6 | MPT |
Medical Properties Trust Inc
|
86 | $397 |
All Filings in WELL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,232 | 1,781 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $352,121 | 1,781 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $330,570 | 1,781 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $317,267 | 1,781 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $273,793 | 1,781 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $272,867 | 1,781 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $224,459 | 1,781 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $228,021 | 1,781 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $185,669 | 1,781 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||