Position in WELL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$906,744
+$72,409 QoQ
Shares Held
3,995
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#775
of 1,580 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $1,078,491 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (84.1% of the industry book) .
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,744 | 3,995 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $834,335 | 4,220 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $835,058 | 4,499 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $805,904 | 4,524 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $716,996 | 4,664 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $719,166 | 4,694 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $624,226 | 4,953 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $634,132 | 4,953 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $516,349 | 4,953 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $462,807 | 4,953 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||