Position in WELL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,198,037
+$930,287 QoQ
Shares Held
18,496
+11.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#467
of 1,554 holders
Holding Since
Dec 2023
11 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, 2026GAMMA Investing LLC holds $7,890,186 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
18,496 | $4,198,037 | |
| 2 | VTR |
Ventas, Inc.
|
16,698 | $1,482,782 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
11,225 | $535,208 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
17,933 | $383,766 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
8,975 | $362,141 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
11,255 | $227,013 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
9,203 | $179,550 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
3,264 | $170,217 |
All Filings in WELL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,198,037 | 18,496 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $3,267,750 | 16,528 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $2,833,522 | 15,266 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $2,471,158 | 13,872 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $1,897,028 | 12,340 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $1,738,014 | 11,344 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,255,762 | 9,964 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $1,162,896 | 9,083 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $717,448 | 6,882 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $411,883 | 4,408 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $352,564 | 3,910 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||