Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$190,200
+$52,199 QoQ
Shares Held
838
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,306
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026Glen Eagle Advisors, LLC holds $275,472 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
838 | $190,200 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,388 | $66,179 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
346 | $13,961 | |
| 4 | DHC |
Diversified Healthcare Trust
|
200 | $1,860 | |
| 5 | UHT |
Universal Health Realty Income Trust
|
30 | $1,315 | |
| 6 | VTR |
Ventas, Inc.
|
14 | $1,243 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
17 | $363 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
18 | $351 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,200 | 838 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $138,001 | 698 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $129,555 | 698 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $136,277 | 765 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $96,081 | 625 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,756 | 625 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $78,894 | 626 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $80,146 | 626 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $65,260 | 626 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $81,853 | 876 | Shares | Sole | 2024-07-03 | |
| 2023-12-31 | $73,849 | 819 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $67,092 | 819 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $70,293 | 869 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $48,677 | 679 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $54,930 | 838 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $51,970 | 808 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $84,244 | 1,023 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $77,200 | 803 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $90,315 | 1,053 | Shares | Sole | 2024-08-13 | |
| 2021-09-30 | $86,767 | 1,053 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $87,421 | 1,052 | Shares | Sole | 2024-08-13 | |
| 2021-03-31 | $75,283 | 1,051 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $61,389 | 950 | Shares | Sole | 2024-08-13 | |
| 2020-09-30 | $66,218 | 1,202 | Shares | Sole | 2024-08-13 | |
| 2020-06-30 | $57,235 | 1,106 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $32,732 | 715 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||