Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$460,976
+$119,729 QoQ
Shares Held
2,031
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#968
of 1,589 holders
Holding Since
Mar 2025
4 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, 2026Abel Hall, LLC holds $2,490,005 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,031 | $460,976 | |
| 2 | XRN |
Chiron Real Estate Inc.
|
12,048 | $452,040 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
10,666 | $430,373 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
7,510 | $391,646 | |
| 5 | DHC |
Diversified Healthcare Trust
|
32,336 | $300,724 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
10,756 | $230,178 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
11,109 | $224,068 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,976 | 2,031 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $341,247 | 1,726 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $258,925 | 1,395 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $237,322 | 1,549 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||