Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,852,075
+$238,762 QoQ
Shares Held
8,160
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#610
of 1,580 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $2,837,307 across 14 REIT - Healthcare Facilities names. WELL ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
8,160 | $1,852,075 | |
| 2 | VTR |
Ventas, Inc.
|
3,262 | $289,665 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
4,266 | $172,133 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
3,233 | $168,600 | |
| 5 | NHI |
National Health Investors Inc
|
1,802 | $137,420 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
2,978 | $63,729 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
1,057 | $50,397 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
1,703 | $33,225 |
All Filings in WELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,852,075 | 8,160 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,613,313 | 8,160 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,350,683 | 7,277 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,236,113 | 6,939 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $779,564 | 5,071 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $889,537 | 5,806 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $736,393 | 5,843 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $633,236 | 4,946 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $372,902 | 3,577 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $271,162 | 2,902 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $197,923 | 2,195 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||