Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,328
+$9,919 QoQ
Shares Held
116
+39.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,455
of 1,577 holders
Holding Since
Mar 2020
16 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $421,934 across 8 REIT - Healthcare Facilities names. WELL ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
4,014 | $161,964 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
3,200 | $152,576 | |
| 3 | WELL |
Welltower Inc.
This page
|
116 | $26,328 | |
| 4 | VTR |
Ventas, Inc.
|
296 | $26,284 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,008 | $20,331 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
643 | $19,521 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
639 | $13,674 | |
| 8 | MPT |
Medical Properties Trust Inc
|
272 | $1,256 |
All Filings in WELL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,328 | 116 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $16,409 | 83 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,022 | 54 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $9,619 | 54 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $614 | 4 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $459 | 3 | Shares | Sole | 2025-04-24 | |
| 2024-06-30 | $6,880 | 66 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $654 | 7 | Shares | Sole | 2024-05-09 | |
| 2022-03-31 | $4,807 | 50 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $4,120 | 50 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $4,986 | 60 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $4,297 | 60 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $3,877 | 60 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $2,754 | 50 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $2,587 | 50 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $20,143 | 440 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||