Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,491,736
+$851,105 QoQ
Shares Held
19,790
+7.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#466
of 1,581 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $7,854,653 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
19,790 | $4,491,736 | |
| 2 | VTR |
Ventas, Inc.
|
10,760 | $955,488 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
22,148 | $893,671 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
28,992 | $620,428 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
11,701 | $610,207 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
5,938 | $283,123 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,491,736 | 19,790 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,640,631 | 18,414 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,878,387 | 26,283 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,466,526 | 13,846 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,319,017 | 15,085 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,649,458 | 10,766 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,134,444 | 16,936 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,753,157 | 21,504 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,257,950 | 21,659 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,949,999 | 20,869 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,801,686 | 19,981 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,203,650 | 14,693 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||