Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$322,978
+$122,105 QoQ
Shares Held
1,423
+40.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,082
of 1,581 holders
Holding Since
Mar 2026
2 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, 20263Chopt Investment Partners, LLC holds $322,978 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
|
1,423 | $322,978 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,978 | 1,423 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $200,873 | 1,016 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||