Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$236,275
+$40,938 QoQ
Shares Held
1,041
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,199
of 1,581 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $494,795 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
5,422 | $258,520 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,041 | $236,275 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,275 | 1,041 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $195,337 | 988 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $223,288 | 1,203 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $193,816 | 1,088 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $193,084 | 1,256 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $157,346 | 1,027 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $105,361 | 836 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $108,953 | 851 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $78,083 | 749 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $62,604 | 670 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $66,365 | 736 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $61,194 | 747 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||