Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$356,569
+$126,435 QoQ
Shares Held
1,571
+35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $10,766,423 across 7 REIT - Healthcare Facilities names. WELL ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
42,428 | $2,022,967 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
38,350 | $1,999,952 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
87,812 | $1,713,212 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
79,846 | $1,708,704 | |
| 5 | LTC |
Ltc Properties Inc
|
38,756 | $1,490,168 | |
| 6 | MPT |
Medical Properties Trust Inc
|
319,232 | $1,474,851 | |
| 7 | WELL |
Welltower Inc.
This page
|
1,571 | $356,569 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,569 | 1,571 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $230,134 | 1,164 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||