Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,947,856
-$96,860 QoQ
Shares Held
8,582
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#601
of 1,581 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Virtus Investment Advisers, LLC holds $1,947,856 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
|
8,582 | $1,947,856 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,947,856 | 8,582 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,044,716 | 10,342 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,970,064 | 10,614 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,061,792 | 11,574 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,449,520 | 9,429 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,587,408 | 10,361 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $98,933 | 785 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||