Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$62,643
+$5,110 QoQ
Shares Held
276
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,370
of 1,554 holders
Holding Since
Dec 2024
7 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, 2026True Wealth Design, LLC holds $230,176 across 12 REIT - Healthcare Facilities names. WELL ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
1,375 | $65,560 | |
| 2 | WELL |
Welltower Inc.
This page
|
276 | $62,643 | |
| 3 | VTR |
Ventas, Inc.
|
484 | $42,979 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
888 | $17,910 | |
| 5 | MPT |
Medical Properties Trust Inc
|
3,771 | $17,422 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
610 | $13,054 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
239 | $4,662 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
155 | $2,833 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,643 | 276 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $57,533 | 291 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $48,815 | 263 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $66,446 | 373 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,459 | 16 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,451 | 16 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $756 | 6 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||