Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$249,440
+$32,157 QoQ
Shares Held
1,099
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,178
of 1,581 holders
Holding Since
Sep 2024
8 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, 2026Sivia Capital Partners, LLC holds $1,585,971 across 4 REIT - Healthcare Facilities names. WELL ranks #4 (15.7% of the industry book) .
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,440 | 1,099 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $217,283 | 1,099 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $420,777 | 2,267 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $411,147 | 2,308 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $293,624 | 1,910 | Shares | Sole | 2025-09-24 | |
| 2025-03-31 | $273,173 | 1,783 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $215,511 | 1,710 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $218,931 | 1,710 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||