Position in WELL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$26,295
+$7,178 QoQ
Shares Held
133
+29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Sachetta, LLC holds $27,501 across 7 REIT - Healthcare Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
112 | $9,945 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
372 | $7,503 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
334 | $6,516 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
47 | $1,896 | |
| 5 | MPT |
Medical Properties Trust Inc
|
162 | $748 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
10 | $476 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
8 | $417 |
All Filings in WELL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,295 | 133 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $19,117 | 103 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $79,806 | 448 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $59,954 | 390 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $58,066 | 379 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $47,891 | 380 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $48,523 | 379 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $8,235 | 79 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $73,443 | 786 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $70,873 | 786 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||