Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,229
-$41,319 QoQ
Shares Held
142
-61.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,421
of 1,554 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $443,295 across 17 REIT - Healthcare Facilities names. WELL ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
3,948 | $159,301 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,243 | $59,266 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,878 | $40,189 | |
| 4 | VTR |
Ventas, Inc.
|
432 | $38,361 | |
| 5 | NHI |
National Health Investors Inc
|
444 | $33,859 | |
| 6 | WELL |
Welltower Inc.
This page
|
142 | $32,229 | |
| 7 | MPT |
Medical Properties Trust Inc
|
3,089 | $14,271 | |
| 8 | SILA |
Sila Realty Trust, Inc.
|
384 | $11,658 |
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,229 | 142 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $73,548 | 372 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $131,968 | 711 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $43,644 | 245 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $40,738 | 265 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $42,439 | 277 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $68,560 | 544 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $77,074 | 602 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $27,730 | 266 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $24,481 | 262 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,624 | 262 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $26,296 | 321 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,451 | 327 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $23,657 | 330 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,631 | 330 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,851 | 262 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $102,608 | 1,246 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $28,649 | 298 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,951 | 151 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||