Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$232,644
+$28,805 QoQ
Shares Held
1,025
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,212
of 1,581 holders
Holding Since
Mar 2023
12 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, 2026Carmel Capital Partners, LLC holds $232,644 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
|
1,025 | $232,644 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,644 | 1,025 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $203,839 | 1,031 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $401,542 | 2,612 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $684,389 | 4,467 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $572,176 | 4,540 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $573,574 | 4,480 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $454,738 | 4,362 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $401,044 | 4,292 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $349,679 | 3,878 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $274,022 | 3,345 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $152,073 | 1,880 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $125,027 | 1,744 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||