Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$48,571
+$25,637 QoQ
Shares Held
214
+84.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,411
of 1,580 holders
Holding Since
Dec 2025
3 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, 2026Joseph Group Capital Management holds $56,296 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
214 | $48,571 | |
| 2 | VTR |
Ventas, Inc.
|
87 | $7,725 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,571 | 214 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,934 | 116 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,890 | 91 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||