Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$404,460
+$64,992 QoQ
Shares Held
1,782
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,003
of 1,581 holders
Holding Since
Dec 2025
3 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, 2026Diversified Enterprises, LLC holds $632,132 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,782 | $404,460 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
4,775 | $227,672 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,460 | 1,782 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $339,468 | 1,717 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $250,944 | 1,352 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||