Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,316,909
+$548,789 QoQ
Shares Held
10,208
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#571
of 1,581 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Purkiss Capital Advisors LLC holds $2,524,883 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
10,208 | $2,316,909 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
3,988 | $207,974 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,316,909 | 10,208 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,768,120 | 8,943 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,363,676 | 7,347 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,280,292 | 7,187 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,069,960 | 6,960 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $451,969 | 2,950 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $306,126 | 2,429 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||