Position in WELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$27,792,022
+$5,133,468 QoQ
Shares Held
122,448
+6.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
7.60%
of 13F equity value
Holder Rank
#231
of 1,580 holders
Holding Since
Dec 2021
19 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, 2026Vert Asset Management LLC holds $57,933,061 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (48.0% of the industry book) .
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,792,022 | 122,448 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $22,658,554 | 114,605 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $21,560,828 | 116,162 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $24,541,457 | 137,765 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $20,511,425 | 133,425 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $21,370,650 | 139,486 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $22,779,922 | 180,750 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $23,103,141 | 180,451 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $18,726,740 | 179,633 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $17,104,472 | 183,053 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $16,826,172 | 186,605 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $15,178,874 | 185,289 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $14,258,075 | 176,265 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $12,242,572 | 170,771 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,910,739 | 105,427 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,474,579 | 100,662 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,282,951 | 88,439 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,817,143 | 81,310 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,175,525 | 72,001 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||