Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,220
+$1,662 QoQ
Shares Held
23
+27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,532
of 1,581 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $12,841 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
23 | $5,220 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
44 | $2,097 | |
| 3 | VTR |
Ventas, Inc.
|
21 | $1,864 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
77 | $1,647 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
17 | $886 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
29 | $565 | |
| 7 | XRN |
Chiron Real Estate Inc.
|
15 | $562 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,220 | 23 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,558 | 18 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,412 | 13 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,315 | 13 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,998 | 13 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $459 | 3 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||